Delivering Digital Financial Advice – scaling Financial Advice for the Mass Market
(incorporating AI in Financial Advice)
A one-day conference to help advice firms understand how AI technologies and other leading advicetech solutions can deliver enhancements to their businesses.
Wednesday 2 July 2025, London SE1
We’ll be hosting our next summer technology conference on Wednesday 2 July 2025. Delivering Digital Financial Advice – scaling Financial Advice for the Mass Market (incorporating AI in Financial Advice) will deliver a full-day conference programme to help advice firms understand how AI technologies and other leading advicetech solutions can deliver enhancements to their businesses, whilst also hearing from advisers who have successfully implemented propositions in their own firms.
The event will consist of:
Conference keynote address
Three plenary sessions:
- Advice & Guidance – How can firms mix, match and differentially price the new regimes
- New ways to approach Financial Advice – This session will explore how these wider needs may be delivered and the opportunity to reach customers through non-traditional channels
- AI today and tomorrow – Where is AI already delivering real benefits for advice firms and which are the key areas where we can expect to see progress in the second half of 2025 and H1 2026
12 “Battle of the Tech” fast-paced, 8-minute software demos
Four “Customer Experience Showcase” demos
Six 10-minute “Implementation Showcases” where advisers will explain how they have successfully partnered with a technology provider, the difference the implementation has made to their business and any lessons they learned along the way
An exhibition area where delegates can meet with a host of software vendors
Delivering Digital Financial Advice – Provisional Agenda
| Time | Subject |
| 8:30 – 9:15 | Registration & Networking |
| 9:15 – 9:20 | Welcome & housekeeping notes |
| 9:20 – 9:50 | Keynote – How must advisers evolve in an AI-driven world |
| 9:50 – 10:25 | Battle of the Tech (1 – 4) |
| 10:25– 11:00 | Refreshments & Networking |
| 11:00 – 11:30 | Plenary #1 – Advice & Guidance – examining how can firms mix, match and differentially price the new regimes |
| 11:30– 12:05 | Battle of the Tech (5 – 8) |
| 12:05 – 1:10 | Lunch |
| 1:10 – 1:40 | Plenary #2 – New Ways to approach Financial Advice – exploring how these wider needs may be delivered, and the opportunity to reach customers through non-traditional channels |
| 1:40 – 2:15 | Customer Experience Showcases (1 – 4) – demonstrations of outstanding customer experiences delivered by technology firms |
| 2:15 – 2:45 | Refreshments & Networking |
| 2:45 – 3:15 | Plenary #3 – AI Today & Tomorrow – discussing where AI is already delivering real benefits for advice firms and the key areas where we can expect to see progress during H2/2025 and H1/2026 |
| 3:15 – 4:15 | Implementation Showcases (6 x 10-mins) – financial advisers, who have successfully partnered with technology firms, share their experiences |
| 4:15 – 4:25 | Summary of the day & conference closing remarks |
| 4:25 – 5:30 | Best in Show awards results & drinks reception |
Testimonials for last summer’s event (AIFA24)
Watch this year’s amazing keynote and plenary sessions from AIFA2024
Book for our EATT Conference in January 2025
AIFA2024 Highlights Video
Read press articles on AIFA24 here:
- Professional Paraplanner, Advice firms in an AI-driven world – conference report
- Money Marketing, AI ‘will not solve all your problems’, advisers warned
- Money Marketing, Advisers should ‘try something, fail fast and learn’, says CISI chief executive
- Professional Adviser, CISI: AI regulation changes likely under new government
- FTAdviser, CISI plans development of AI ethics programme
- FTAdviser (video included), Fully compliant AI can help meet consumer duty needs
- FTAdviser, Ignoring AI is the biggest threat to adviser survival
- Professional Adviser, SJP: AI should be every advice firm’s background assistant
- Money Marketing, Advisers are better than technology is ‘a big lie’, says Ian McKenna