1PM | Registration & Coffee

1:30PM | Welcome & Opening Remarks

1:30PM | Keynote with Meri Williams - Humans, Data & AI: Growing into the Agentic Future
Behind every major FinServ innovation is a simple truth: AI is changing what people do, and what people need to be. In this engaging keynote, Meri Williams, CTO at ChromeRose, former Pleo and former Monzo leader, explores how AI and data are transforming not only how companies deliver services, but how they grow and empower their people. Expect a candid look at regulatory pressures, internal development trends, and how forward-thinking leaders can build resilient, future-ready teams.

2:15PM | Strengthen FinServ Compliance & Resilience with Salesforce Security

UK financial institutions are under unprecedented pressure from sophisticated cyber threats and stringent regulatory demands, including the FCA's operational resilience requirements and GDPR. This session introduces Salesforce Trusted Services and will demonstrate how to secure your enterprise with Salesforce's suite of security and privacy products. Learn how you can protect sensitive information while reducing risk, understand overall security health, including potential exposures and data changes, and monitor anomalies to stay compliant and increase app performance.

2:25PM | Stay FCA Compliant with Real-Time Conversation Monitoring

The Call You Didn’t Record Could Cost You Millions

Regulators are sharpening their focus on “off-channel communications,” with the FCA’s 2025 review warning that repeated policy breaches, especially by senior staff, could trigger supervisory action. In the U.S., banks have already paid over $2 billion in fines for failing to capture mobile communications, and the FCA has made clear UK firms cannot afford to lag.

This session explores why compliance checks can no longer be retrospective, why every adviser conversation must be captured inside Salesforce, and how leading firms and financial services businesses are acting now to close the gap. We’ll show how RocketCell ensures no adviser is ever off-channel, with calls recorded, compliant, and automatically actioned in Salesforce in real time.

2:35PM | Unleashing the Salesforce Centre of Excellence in Financial Services

Join us for a fireside chat with David Shannon and David Morris to discover how a Salesforce Centre of Excellence (CoE) can transform your organization’s approach to banking. This session will dive into the strategic power of a CoE, showcasing how it drives innovation, streamlines operations, and enhances customer experiences within the financial services industry. Learn best practices for establishing and scaling a CoE, leveraging Salesforce’s robust tools to deliver tailored solutions, ensure compliance, and foster agility in a competitive market. Whether you're optimizing client relationships or navigating complex regulations, this session will equip you with the insights to make your Salesforce CoE the heartbeat of your financial services success.

3PM | Networking Break

3:30PM | Demo Jam

Get ready for the ultimate Salesforce showdown! Our three Silver Sponsors, TITAN, FormAssembly, and Nutrient, will go head-to-head in a high-energy Demo Jam, each showcasing their product’s power in just five minutes. No slides, no fluff, just live demos that show how their solutions are transforming the Salesforce ecosystem.

You’ll discover how these leading technologies help teams work smarter, connect data seamlessly, and deliver exceptional customer experiences. The audience decides the winner, so come ready to vote, and see who takes home the Demo Jam crown!

3:45PM | AI at the Crossroads: Where do we go from here?

AI has reached a tipping point in financial services. While adoption is skyrocketing, many organisations within the financial sector still struggle to see clear ROI, with implementations often stalling at the productivity stage rather than driving measurable business outcomes. This session, AI at the Crossroads: Where Do We Go From Here?, brings together financial services leaders at different stages of their AI journey.

From those beginning to experiment, to those already embedding AI into their business models. Together, we’ll explore the opportunities, risks, and realities of AI adoption, and ask the critical question: how do we turn hype into lasting impact?

4:10PM | Closing Remarks

4:15PM | Networking, Drinks & Canapês

6PM | Event Close