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Expanding Horizons Live: Financial Services Roundtable

Adopting AI for success

Event Date

Sep 25, 2025

Event Timing

08:30 – 10:30 BST

Event Location

Duck Waffle, 110 Bishopsgate, London EC2N 4AY

An exclusive, invite-only, sharing and learning session with Financial Services marketing leadership peers.

The purpose was for us all to leave the roundtable being better equipped to adopt AI successfully into our marketing planning and execution.

Topics discussed

We brought great minds together to discuss the things surrounding AI that are keeping us all awake at night such as:

  • Loss of Competitive Edge: How do we learn from the best and ensure we are not falling behind more agile competitors who are leveraging AI more efficiently?
  • Data Quality and Availability: How do we overcome the challenge of poor, incomplete, or biased data degrading AI outcomes and campaign effectiveness?
  • Skills Shortage: What are the best practices to hire or train enough AI-capable staff fast enough to keep up with rapid change and innovation?
  • Integration Chaos: How do we manage increasingly complex martech stacks as new AI solutions are introduced on top of legacy systems?
  • Eroding Trust: Is an over-reliance on AI (especially generative AI in messaging or imagery) going to erode customer trust or alienate audience’s sensitive to synthetic brand interactions?
  • Fear of Non-Compliance: How do we avoid the risk of a GDPR breach or reputation damage arising from inappropriate data use?

Registration is now closed, but here are some great pics from the event!

Financial Services AI Marketing Roundtable - Attendee discussions

Timing: Breakfast – 08:30 – 10:30

  • 09:00Arrival
  • 09:30Introduction
  • 09:40Discussion
  • 10:00Summary of key points
  • 10.20Fireside chat: Reinventing Trust in a Digital-first Era
*Coffee, tea and pastries were served.
Finance AI Roundtable venueFinancial Services AI Marketing Roundtable - Attendee discussionsFinancial Services AI Marketing Roundtable - Attendee discussions

Why this roundtable:

FS CMOs recognise that AI is no longer optional, rather it’s foundational to their success. However, this transformation journey is fraught with tangible barriers around compliance, skills, resourcing, and trust.

The most successful CMOs are those investing not just in tools, but in the policies, people, and processes needed to harness AI’s full promise. They are going beyond the excitement (and fear) and turning it into a sustainable advantage.

Our Expert Panel of Moderators

Farhad Divecha

Group CEO (AccuraCast)

Paul Bennett
Paul Bennett

CMO, Financial Services (AccuraCast)

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