Reimagining the broker operating model for agility and growth
Leveraging emerging technologies and data to deliver efficiencies, improve client service and mitigate workforce challenges
Bob Bob Ricard, Leadenhall
Free to attend | Only 15 places
Overview
The London market is entering a period of structural change with strategic implications for broker operating models.
Margin compression driven by a softening market, ongoing M&A, rising client expectations, and increasing regulatory scrutiny are exposing the weakness of traditional, often manual, broker systems and processes.
At the same time, data-driven emerging technologies are creating opportunities to transform outdated operations that deliver efficiencies and free up expensive employee time to focus on high value problem solving. But many firms’ initiatives remain stuck in pilots and POCs, struggling to realise measurable commercial value.
The challenge is no longer whether to modernise, but where to modernise, and how to do so at pace without increasing cost, risk or complexity.
Attend this breakfast briefing to discover how you overcome the practical challenges of modernising complex operating models, successfully scale digital initiatives and embed technology in a way that genuinely supports growth, efficiency and a differentiated client experience.

Key topics to be discussed include:
- Building data, automation and digital capabilities and orchestrating them to work together as part of an integrated operating model
- Leveraging emerging technologies to deliver tangible business outcomes while maintaining resilience, scalability and trust.
- Overcoming the people, process and technology challenges to successfully deliver digital strategies
- Rethinking skills, roles and ways of working to ensure technology adoption sticks and transformation delivers lasting impact
Speakers

- Takes place in the private dining rooms at Bob Bob Ricard, Leadenhall
- Only 15 industry practitioner places are available
- Hear the case study then participate in the Q&A
AGENDA
08:00 Registration, tea and coffee
08:15 Breakfast of your choice with views over the city
08:40 Introduction by the chair
08:50 Presentations
Overcoming the operational and data challenges to devise and deploy AI and automation in claims
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How to identify where to modernise first to address margin pressure, operational friction and rising client expectations without increasing cost, risk or complexity
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Building an integrated operating model across data, automation and digital capabilities to replace fragmented pilots with scalable, business-led delivery
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Turning emerging technologies into measurable commercial outcomes while maintaining resilience, regulatory confidence and operational trust
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Redesigning roles, skills and ways of working to embed adoption, improve productivity and sustain long-term transformation impact

09.05 Roundtable discussion & feedback
10:00 Close
Sponsored by

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services and energy industries.
With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector.
Capco’s cutting-edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent.
To learn more, visit www.capco.com or follow us on Facebook, YouTube, LinkedIn and Instagram.
For more information click here