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FS Breakfast Sessions Series: Customer-Centric Financial Services
Explore how FS leaders are using next-generation technologies to deliver hyper-personalised, seamless experiences that drive real value for customers – and how firms can overcome the legacy and cultural barriers that stand in the way.
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How Can Financial Services Firms Unlock Customer-Centric Value Through Digital Innovation?
As digital expectations evolve, financial services (FS) firms face growing pressure to deliver experiences that rival the best in consumer tech. From hyper-personalised financial advice to real-time nudges and predictive services, the opportunity to deepen customer trust and engagement has never been greater.
But while the technology is in place, from AI to behavioural analytics, many FS firms still struggle to turn innovation into impact. The challenge lies in combining tech with purpose, designing services around the customer rather than the product.
Join Tim Falla from Affinity Reply as he shares insights on how FS firms can turn next-gen technology into meaningful, customer-centric innovation.
A detailed agenda with speakers and panellists will be released shortly.
This breakfast briefing will take place on Tuesday, October 7, 2025, from 8:30 AM to 10:30 AM, at the Reply office, on the 2nd Floor, Nova South, 160 Victoria St, London SW1E 5LB.
Read our FT Article on the subject
In this piece, we explore how Financial services firms are facing a crossroads as fintechs and big tech encroach on their turf and customer expectations evolve rapidly. Digitally native consumers now demand seamless, hyper‑personalised, intuitive experiences comparable to top consumer tech.
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Agenda
08:30 - 09:00
Event registration and breakfast
09:00 - 09:10
Introductory presentation
09:10 - 09:45
Panel Discussion
09:45 - 10:00
Q&A
10:00-10:30
Networking