AGENDA

The Next Step in Your Transformation Journey

1510 - 1530
4. Innovation Theatre

The Untapped Market: Innovation Roadmaps for Closing the Advice Gap

- Most people in the UK still lack access to financial advice or wealth services that could transform their financial wellbeing
- This segment represents a large and mostly untapped commercial opportunity for the industry
- Those who choose to go after it will need to innovate across 5 key pillars of business model, audience engagement, data strategy, scalable distribution and customer experience

Speaker

SAM BEEBY
Associate Director, Wealth & Asset Management Practice Lead
Cognizant