Digital expectations are rising, and clients are already turning to general-purpose AI for help with their money. For firms, the opportunity is to bring together better client data, new regulation and engaging content so clients make better financial decisions. This episode of Innovation Spotlight was recorded live in London. <\/p>\n\n\n\n
John Greaves is Head of UK Client Propositions at Fidelity International, where he leads the development of the services and products that serve 1.3 million UK clients. Fidelity’s research shows people in the UK hold one third of their assets in cash \u2013 right for some clients, costly for others \u2013 and firms need the data to tell those clients apart before they can give each group the support it needs. <\/p>\n\n\n\n
In this episode of Innovation Spotlight, John shares how better client data and the UK’s new targeted support regime will help firms reach the right cohorts with the right message, and why AI is most effective when it has the full client picture and follows repeatable processes. <\/p>\n\n\n\n
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