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MM Unpacked: AI in advice – Beyond the buzzword to business impact

October 29, 2025
in Retirement
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MM Talks: D&I in financial services – beyond the tick-box



Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms?



Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the real-world impact of artificial intelligence.

Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience.

Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St James’s Place) and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.

To explore this topic further, read our related Big Picture feature on AI here:

The Big Picture: When AI meets advice – innovation or compliance minefield?

Editorial Team

Editorial Team

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MM Talks: D&I in financial services – beyond the tick-box

MM Unpacked: AI in advice – Beyond the buzzword to business impact

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Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? https://www.youtube.com/watch?v=biQkyjfM2iw Recorded live from...

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