This event is open to paid Forum members only, client-side (FCA or PRA regulated).
We will be accepting arrivals from 09:00am, and the discussion will begin at 09:30am.
For decades, financial services firms have been responsible for helping customers navigate complex financial decisions. Today, however, consumers are able to access AI tools that promise personalised answers in seconds, bypassing traditional providers and channels altogether.
As firms work to deliver meaningful support within an increasingly complex regulatory environment, AI is rapidly changing how consumers seek information, compare products and make decisions. Will customers continue to rely on established guidance models, or increasingly turn to AI for financial support, and how can firms harness AI to enhance their own guidance and customer experience whilst maintaining trust and meeting regulatory expectations?
This session will explore how personalised AI guidance is reshaping the future of financial guidance and what this means for providers, regulators and customers alike. We'll examine the opportunities AI presents alongside the challenges of governance, consistency and trust, and ask how financial services firms can remain the first place customers turn to for guidance in an AI-driven world.
Speakers To Be Confirmed - Check Back Soon!
