
When everyone is investing in AI, what creates the advantage?
A half-day event bringing together a curated group of senior insurance and financial services leaders to explore the decisions turning technology investment into better customer and business outcomes.
Tuesday 10th November
11:00 - 16:00 | Networking, drinks & canapes to follow
The Conduit, Covent Garden, London
The technology is only part of the equation
Across insurance and financial services, investment in AI and new customer technology continues to accelerate.
But access to technology isn’t what creates competitive advantage. The difference comes from the decisions around it:
Where to apply it, whether the operation is ready for it, how people and processes adapt, and whether it’s delivering better outcomes.
Spotlight creates the space to explore those decisions with people facing many of the same challenges.
Challenge Your Thinking
Hear what the latest research and evidence tells us about what's changing across the sector.
Compare Perspectives
Compare approaches with senior leaders tackling similar customer, operational and regulatory challenges.
Solve What Matters
Work through real operational problems and explore what better could look like in practice.

Jamie Bartlett
Author, journalist and one of the UK's leading commentators on technology, society and the forces shaping our future.
Jamie will bring an outside perspective to the conversation, exploring how rapidly evolving technology is changing behaviour, expectations and decision-making, and what leaders need to consider as AI becomes embedded in everyday life and business.

Kevin Still
Principal Consultant, Director at MEGA.AI and Vulnerability Registration Service


Kevin is one of the UK's leading regulatory advisers, who will share insights on how evolving FCA expectations around Consumer Duty, vulnerability, and affordability are driving real changes in how firms must operate to deliver better customer outcomes.

Donal Phipps
Co-founder and Head of Applied AI at Subphonic
Donal’s experience spans healthcare, life sciences, automotive and consumer brands, across large corporates, agencies and start-ups. His work has covered digital strategy and execution, analytics and marketing technology. Most recently, he set up and ran an applied AI function at Cytiva, part of the Danaher Group. He’ll share how regulated businesses can learn from customer conversations.

Finbarr Begley
Senior Analyst at Cavell
Finbarr brings an independent view of the CX market, drawing on Cavell's enterprise research to share what organisations are doing with AI and customer technology, and how that investment is translating into customer and operational outcomes.

Taran Sahota
Head of Operational Excellence at People's Partnership
Taran has helped lead People’s Partnership’s move to a more resilient customer contact service for The People’s Pension’s 7.2 million members. Customer satisfaction has risen 10% since launch, and he’ll offer an operational perspective on protecting member data, maintaining service continuity and meeting regulatory expectations as the platform continues to develop.
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Kerry Leighton-Bailey, Chief Marketing Officer at IPI
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As AI becomes part of everyday working life, knowing how to use it is only part of the challenge. We also need to understand how it behaves, where it can surprise us, when to question it and where human judgement still matters.
Drawing on his Sunday Times bestselling book How To Talk To AI (And How Not To), Jamie Bartlett will take an entertaining and thought-provoking look at our evolving relationship with AI. Through live demonstrations and interactive exercises, he’ll challenge some of the assumptions we make about what AI can and can’t do, and explore how it can be used to extend human thinking and capability rather than simply replace it.
For leaders making decisions about where and how AI should play a role in their organisations, the session offers a different lens: not simply what the technology can do, but how we use it intelligently, where we place our trust and what we choose to keep human.
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Finbarr Begley, Senior Analyst at Cavell, shares the latest research from across financial services, exploring how technology investment is translating into customer and operational outcomes, where the gaps remain, and what leaders should be thinking about next.
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Chaired by IPI’s Sam Grant, Kevin Still joins CX leaders Sean Northam, Chief Product Owner at Legal & General, and Taran Sahota, Head of Operational Excellence at People's Partnership for a candid discussion on navigating regulatory expectations alongside the realities of customer operations – sharing what’s working, where tensions remain, and lessons from putting change into practice.
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Three focused, interactive sessions exploring real challenges facing insurance and financial services organisations. Work alongside peers and IPI specialists to examine the problem, compare approaches and explore what better could look like in practice.
Orchestrating the Right Outcome
How can AI support customers while keeping human expertise at the heart of the experience? Sam Grant, Commercial Lead at IP Integration, will demonstrate a customer arrears journey using a Genesys Cloud virtual agent. See how technology can adapt to a customer’s needs and pass context to a specialist, bringing human and technological intelligence together.
Claims Under Pressure
When claims volumes rise, how can insurers create capacity without increasing pressure on customers or colleagues? Led by Matt from IPI and Patrick from Genesys, you'll work through a claims journey to identify where effort builds up, where technology can help and where human expertise matters most. Together with peers, you'll explore practical improvements to the experience for customers and teams.
Compliance Without Compromise
Under the FCA's Consumer Duty, firms must demonstrate that customers are receiving good outcomes. Donal Phipps, Co-founder & Head of Applied at Subphonic, will lead a practical session examining gaps in quality assurance and outcomes monitoring. You'll explore how customer conversations and AI can provide stronger evidence of compliance while maintaining essential human oversight, and identify approaches you can apply within your own operation.
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Stay to continue the conversation over networking, drinks & canapes!
No packed agenda or back-to-back presentations. We've deliberately created a space for discussion, questions and conversations with the people in the room.
The people in the room matter
Spotlight is designed for a curated group of senior leaders across insurance and financial services, including those responsible for:
Customer Experience · Customer Operations · Contact Centres · Digital & Transformation · Technology · AI & Automation
Keeping the group focused means everyone in the room has relevant experience to contribute – creating better conversations, more useful connections and an opportunity to compare approaches with genuine peers.
Why we're bringing this conversation together
At IPI, we work alongside insurance and financial services organisations to improve customer operations, combining CX strategy, technology and operational expertise to turn ambition into practical change.
Working across customer experience, AI, automation, workforce engagement, analytics, security and compliance gives us a broad view of where transformation delivers value and where strategy and operational reality can disconnect.
“IPI has helped us use technology to handle straightforward activity, enabling our contact centre consultants to focus on what they do best – delivering brilliant service. We’re delighted with the results and continue to explore where technology can deliver greater value.”
Tracy Sheldon, Head of Continuous Improvement at Ageas UK






The Conduit
Getting there
6 Langley St, London, WC2H 9JA
what3words: ///pulse.bless.stacks
Car parking: There are no car parking facilities at The Conduit, however there are bookable spaces across Westminster City Council here. The nearest private car parking facility can be found at Shelton Street here.
Nearest Stations:
Covent Garden, 1 min
Leicester Square, 5 mins
Holborn, 10 mins
London Waterloo, 15 mins

When everyone is investing in AI, what creates the advantage?
