This event is open exclusively to those working client-side within FCA or PRA regulated firms. All registrations will be reviewed, and approved attendees will receive a calendar invite. Register HERE.
With the FCA's growing consumer concerns and formal oversight commencing in 2026, such as the Targeted Support proposal, financial services businesses must consider new ways to ensure marketing is compliant.
Content is only going to be created faster and better with AI, which becomes a growing challenge to monitor and stay compliant. From your own content being turned into more promotions more quickly as we strive for true personalisation to finfluencers being a key place to engage your audiences, getting your compliance strategy in place and ahead early will avoid playing catch up.
Join us at Kettner’s, Soho House, for an exclusive breakfast roundtable with Lloyd’s Banking Group and PerformLine to discuss these challenges.
We’ll explore how to stay compliant across websites, publications, and social media. Bella Freeman, Product Manager, and Katie Daley Infante, Sr. Sales Manager, will discuss how Lloyd’s latest financial product is being assessed for regulatory compliance across the digital ecosystem with AI-supported monitoring.
In this session, you’ll learn:
- The problems that started why Lloyd’s began looking for a financial promotions compliance partner and how they built the business case during their vendor management process
- How AI can be used for video ingestion and transcription to access social media platforms and highlight risks
- How to use AI to future proof your compliance by identifying non-compliant content and missed disclosures before the FCA
Over a cooked breakfast, a chance to network with senior peers, and hearing from experts at the forefront of the game, this is a must attend for those looking for practical techniques to streamline their compliance.
Please note, we have a limit on spaces so be sure to register soon.
You will hear from:
Katie Daley Infante, Sr. Sales Manager, PerformLine
Marketing Compliance & RegTech Specialist
Katie Daley Infante is a seasoned leader at the intersection of marketing, compliance, and RegTech. With a specialization in navigating the evolving risks of digital marketing and social media for financial services firms, she drives adoption of AI compliance solutions that help organizations stay ahead of regulatory scrutiny while enabling marketing innovation. Katie has engaged extensively with Fortune 100 Enterprises, advising them on compliance frameworks, marketing governance, and the technology architectures needed to maintain oversight over digital campaigns and user-generated content.
Bella Freeman, Senior Manager - Embedded Finance, Lloyds Banking Group
Bella Freeman leads the Product Management team for Black Horse FlexPay (BHFP), Lloyds Banking Group’s first Embedded Finance proposition. With a focus on delivering responsible lending at the point of need, Bella has spearheaded the full launch of BHFP, ensuring the product meets Consumer Duty standards and delivers fair, transparent outcomes for customers. BHFP is a fully regulated dual-lender solution, offering flexible instalment plans and revolving credit through seamless digital journeys. She has driven enhancements in merchant onboarding and compliance monitoring—enabling merchants to integrate BHFP widgets into their websites while maintaining regulatory assurance.
In Partnership with:
