Investor trust and confidence remain critical challenges for digital financial support. AI can improve efficiency, but its greater value lies in improving effectiveness: helping firms engage clients better, personalise at scale, and support investors to start and stay invested. When humans and machines work together, they can deliver better behavioural diagnosis and more appropriate prescription than either could alone.
Hosts: Dr Greg B Davies, Head of Behavioural Finance, and James Pereira-Stubbs, Chief Client Officer at Oxford Risk.
Register for our webinar on Thursday 26th February at 2.00pm GMT to learn more about:
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how personalisation that matters builds investor trust, moving beyond superficial tailoring to address confidence, clarity, and engagement
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the regulatory context, and why initiatives such as the UK’s Targeted Support raise expectations around demonstrable trustworthiness, governance, and evidence
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why clean, structured data are essential for AI-driven behavioural diagnosis and compliant engagement
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practical examples of using AI to improve messaging, engagement, and decision-making, not just to streamline processes
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strategies for cash deployment and asset retention, using behavioural data to personalise interventions that help investors stay invested
Complete the form below to register now.
