CSP / Fiduciary Breakfast
From AI awareness to one governed KYC workflow.
Directors, operations leads, compliance teams and trust officers.
- KYC refresh
- Beneficial ownership review
- Client correspondence drafting
Sector events
AI workflow events for Isle of Man sectors ready to move beyond awareness.
Short, practical sessions built to convert awareness into fit checks. Each event leaves attendees with one workflow candidate, a safe-use checklist, and a clear next step.
Insurance / Wealth Clinic
Practical AI for policy servicing and adviser support.
Operations, compliance, adviser support, client service and leadership teams.
- Policy knowledge search
- Complaint timeline
- Adviser support pack
Pensions / Advisory Clinic
Governed AI for member queries, scheme evidence and advice operations.
Pension trustees, administrators, financial advisers, employee-benefit teams and compliance leads.
- Member query triage
- Scheme evidence pack
- Advice operations knowledge search
Professional Services Productivity Session
Governed AI for research, drafting and document review.
Partners, directors, managers, fee earners and operations teams.
- Matter intake
- Precedent search
- Audit evidence requests
- Tax memo first draft
Lead capture
Capture workflow demand while the problem is fresh.
The follow-up should reference the named workflow from the room, not send a generic sales note.
- Which workflow came to mind?
- How often does it happen?
- What data would be needed?
- Who owns it?
- What would improvement be worth?
- Would you like a 20-minute fit check?
Next step
Want a sector session that produces real follow-up?
Book a short fit check and we will pressure-test whether AI can genuinely help, what data is safe to use, and who needs to be involved.