Join us on Thursday 17th September for a 1-hour session with Grant Callaghan (Financial Planning Specialist, Verve) and Georgia Barham (GTM, Events & Partnerships, Marloo) to unpack the latest on successful AI adoption.

Fresh from their headline Transformation slot, Marloo are back with more on what questions firms should be asking before investing in AI to achieve the best results. Drawing on Marloo’s experience of onboarding more than 1,000 advice firms, get practical insights into what separates successful AI adoption from costly missteps.

Throughout the session, delegates will be encouraged to take part, helping to shape the conversation around key topics such as ownership and accountability, data security, supplier due diligence, measuring return on investment, and setting realistic expectations for AI adoption.

Learning Objectives:

• Understand the key considerations when evaluating and selecting AI solutions for an advice business
• Identify the operational, governance, and data security questions that should be addressed before implementing AI technology
• Assess how to measure the effectiveness and return on investment of AI initiatives to support informed business decisions