1A: From digital insight to better HNW advice

Roundtable

2026-11-12 | 01:00 PM - 01:40 PM

Information

Building on the keynote, this roundtable will explore what the changing digital HNW journey means in practice for brokers, insurers and their clients. The discussion will examine where technology, data and AI can genuinely strengthen the private-client proposition, while considering the limits of automation in a market built around trust, judgement and specialist advice.

Where is technology making the biggest practical difference today?
How can brokers use data to identify changing risks between renewals?
Can technology help address valuation and underinsurance challenges?
What are clients increasingly expecting to understand for themselves?
Where should technology stop and human judgement take over?