AdviceTech Forum November – AI & Suitability Reports

During our November Forum we looked at ‘AI & Suitability Reports’, these were the objectives:

  • Explore what’s working and what isn’t across different firms.
  • Understand the current practical applications of AI in suitability reporting
  • Identify key challenges and lessons learned in AI implementation
  • Data quality, vendor selection, integration hurdles.
  • Evaluate the role of human oversight in AI-driven processes
  • Why “human in the loop” remains essential.

Panellists included:

  • Jayne Tilbrook  – Transformation & Process Director – Crowe Financial Planning UK
  • Anja Turvey – Operations Director – Salisbury House Wealth
  • Aleah Townsend – Head of Account Management – Connor Broadley

Session highlights

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