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Closing the Gap: Reinventing Wealth & Pensions Through AI-Driven Customer Experience
Thursday, 05 February 2026
18:30 to 22:00
Address
Ormer Mayfair
Flemings Mayfair
7-12 Half Moon St
London
W1J 7BH
United Kingdom
INDUSTRIES: Cross Industry
EVENT TYPE: Club Dinner
OVERVIEW
The wealth and pensions industry is at a crucial point. Customer expectations have advanced faster than operating models and technology. Engagement is thin, personalisation is often cosmetic, and outcomes don’t always justify the trust customers place in us.
At this dinner, we’ll challenge assumptions and confront uncomfortable truths about how AI, data and behavioural insight can be used to genuinely improve customer outcomes.
From theatre to real outcomes: How do we move beyond surface-level personalisation and use new technology to materially improve customer decisions, confidence and results?
Turning intent into action: Customers don’t lack information: they lack momentum. How do we understand behaviour deeply enough to move different segments from awareness to commitment, without overwhelming or alienating them?
Regulation as a growth lever, not a constraint: Targeted support and open finance are reshaping the rules of engagement. Where are the opportunities for differentiation?
Speed wins: How do you deliver meaningful innovation and fast time-to-value in an environment defined by legacy technology, fragmented data and institutional inertia?
AUDIENCE
Join us to exchange opinions and ideas with wealth & pensions leaders approaching shared challenges.
Combining structured business discussion with free-form networking over fine food and wine, the event will be independently facilitated and will leave you with fresh insights, robust practical examples and powerful new connections.
With a perspective from CreateFuture
AGENDA
18:30 – 19:00 – Arrival & Aperitif
Meet your peers and get to know each other over a welcome drink
19:00 – 21:30 – Dinner & Discussion
Fine dining, fine wine and fine discourse form the perfect menu.
21:30 – 22:00 – Coffee & Digestifs
Conversations continue over coffee and a selection of digestifs
22:00 – 22:30 – Carriages
Homeward bound
LOCATION
Ormer Mayfair
Flemings Mayfair,
7-12 Half Moon St,
London W1J 7BH
Event Timezone Details
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Mautic Event
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TEN Events Custom fields
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Zoom Details
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