Overview

London market brokers are under increasing pressure to improve efficiency, enhance the client experience and support growth without adding further operational cost and complexity. Yet for many firms, critical client, placement, contract and renewal information remains fragmented across Word documents, spreadsheets, email trails and disconnected systems.

This creates friction across the business with brokers spending too much time rekeying information, chasing different document versions, managing manual workarounds and relying on data that is difficult to trust. Operations teams face duplicated effort, inconsistent processes and limited visibility, resulting in an unclear view of pipeline, performance and client activity. At the same time, expectations around automation, reporting, analytics and AI readiness continue to rise.

To compete in an increasingly digital market, brokers need to move beyond systems that are used only for debiting or downstream processing. They need a more structured, data-first approach that captures the information sitting inside contracts, placements and renewals at source, then makes that data available across the business.

Attend this breakfast briefing to explore how you can overcome the practical challenges of moving from document-led and spreadsheet-driven ways of working to more connected, efficient and data-led operations.