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Join us for an exclusive, in-person event for wealth management professionals.
We’re bringing industry leaders together for this interactive event, where you'll explore how to sharpen your data-led supervision strategies and leverage AI to streamline reviews, helping you stay ahead of FCA expectations.
AI to supercharge your ongoing advice review process: How to gain 35% more selling time, 40% cheaper and 50% faster file reviews.
🗓 16th September 2025
⏰ 10.30am - 1.30pm
📍 The Bloomsbury, 16-22 Great Russell Street, London, WC1B 3NN
🍽️ Lunch and refreshments provided
👥 Peer-to-peer networking
Register your interest now: Simply complete the form to request a seat at this exclusive, in-person event.
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Don’t miss out on invaluable peer learning, proven best practice examples and practical AI-driven solutions.
You will hear real-world insights from Attivo (innovative wealth manager), DAC Beachcroft (legal experts), TCC (experienced compliance practitioners) and Recordsure (proven AI for ongoing advice professionals).
Register your interest now: Simply complete the form to request a seat at this exclusive, in-person event.