Agenda

As brokers and leaders, you're not expected to be AI engineers or philosophers, but you will get left behind if you don’t understand the wide variety of AI solutions that can benefit your business.

This session is designed to arm you with this capability. From AI-driven lead scoring through to automated nurturing journeys, we’ll demystify AI by disclosing specific, broker-centric applications that you can adopt today. You’ll leave ready to integrate it reliably and efficiently across key elements of your business.

Key discussion points include:

• Understanding how AI “thinks” is essential to understanding its applications. We’ll break down the concepts of machine learning and natural language processing to arm you with this knowledge.
• To understand how to talk with technology, you need to know how it listens. We'll explore how to reliably prompt AI models to achieve desired outcomes.
• What are the cyber security implications of integrating AI in your business?
• AI is only as good as the data it is trained on. We will explore how data is collected and processed, to ensure you are capturing the right information for the right outcomes.
• AI has the ability to process vast amounts of data to make autonomous decisions, but when should it be trusted with decision making, and what should human intervention look like?

Imagine a broker with deep expertise that constantly learns and never sleeps. This is the powerful world of agentic AI.

AI agents have immense disruptive potential that extends well beyond automating workflows. By integrating intelligent systems that can act both independently from, and in collaboration with, humans, brokers are reimagining what is possible across the entire value chain. In this session, we’ll see how agentic AI is transforming how brokers operate now and into the future.

Over the past few years, we’ve seen an explosion of new broker technologies, each one promising to revolutionise your workflow, boost efficiency, and unlock new growth. With so many options, how do you determine which tools are truly essential for your business?

The difference between chasing shiny new apps and building a streamlined, function-enhancing tech stack can directly impact how fast, and how sustainably, your business grows.

In this session, we’ll unpack the critical technologies reshaping the loan application process, business operations, and client acquisition. More importantly, we’ll explore what sets these tools apart so you can make informed decisions and invest in solutions that scale with your business.

• Strategies for streamlining your technology stack to improve efficiency and remove redundancy.
• How technology is improving CX and creating profitability at key stages of the customer journey, from lead-generation through to conversion and retention.
• The challenges of integrating technology with a customer-first approach, and meeting customer expectations around technology.

Finance industry professionals are no strangers to change – but the pace of disruption is accelerating. With the rapid rise of AI and digital innovation, the entire finance supply chain is evolving at an exponential rate. It's never been more critical to stay engaged in the conversation about what’s happening across all levels of lending – now and into the near future.

In this session, we’ll break down the latest developments across the entire lending ecosystem. We’ll ask how lenders, aggregators, and brokers are preparing for a future that is more tightly interwoven and technology dependent. Key questions for our panellists include:

• How are open banking-backed technologies creating new opportunities – and pressures – around client retention?
• How can brokers position themselves to stay ahead as the industry transforms?
• As lenders integrate AI to assess risk and automate approvals, what does this mean for broker influence in the lending process?
• With responsible lending obligations tightening and compliance demands growing, how can brokers adapt without compromising efficiency?
• In an era of instant data access and automated solutions, what key skills, relationships, and tools will set successful brokers apart?

Change brings uncertainty. But for brokers with the antidote to short-term thinking, this uncertainty brings opportunity.

This session isn’t about handing down a prophecy. It’s not about predicting markets, or technology. It’s about teaching you the techniques and tools you need to create your own vision for the future, ensuring that your success is reliant on one person: yourself.