The CTO’s Roadmap to AI Personalisation in Financial Services: Governance, Latency and Stack Modernisation

Join us for an exclusive Q&A style webinar with Moneyhub CTO, Dave Tonge

Tuesday 9th December at 12pm (GMT)

 

Webinar overview:

Most financial institutions are sitting on massive data lakes, yet the customer experience often remains static. The challenge isn’t acquiring data, it’s enriching it at enterprise scale to deliver insights that actually matter.

Join Dave Tonge, CTO at Moneyhub, for a candid discussion on the “CTO’s Roadmap” for AI-driven personalisation in financial services. We will skip the hype to focus on the engineering realities of implementing predictive context in complex financial environments.

Who is the webinar for:

This session is designed as a structured roadmap for leaders in Technology, Data, Product, and Architecture.

The webinar will focus on three key areas:

  1. The Reality Check: Governance & Trust   Moving beyond simple categorisation to high-accuracy enrichment. We will discuss the non-negotiable need for data precision to avoid “hallucinations” and ensure compliance when automating financial advice.
  2. The Architecture: From Raw Data to Predictive Context   How to build the infrastructure that transforms messy, siloed transaction data into actionable intelligence. We will look at integration patterns that handle scale, latency, and diverse data sources efficiently.
  3. The ROI: Operationalising Insights   How to translate enriched data into tangible business benefits. We will explore specific use cases, from affordability assessments to proactive wellness, that turn “users” into loyal customers.

Our expert speaker:

Dave is a widely recognised authority on data and financial APIs. He has been instrumental in developing the Open Banking standards in the UK that are now used globally.

He serves as Co-Chair of the Financial-grade API (FAPI) Working Group at the OpenID Foundation and is a member of the Open Savings, Investment and Pensions (OSIP) Steering Group at TISA.

Interactive features:

  • Live Q&A: This is not a static presentation. Submit your questions upon registration or ask them live during the session.
  • Real-Time Benchmarking: Engage with audience polls to see how your peers are tackling the challenges of data latency and enrichment.