Telling the Financial Story Conference
In Search of Excellence in Financial Services
Financial services is changing.
AI is changing it.
Clients are changing it.
Retirement is changing it.
The meaning of wealth is changing.
But one thing remains at the centre:
the human story.
The Telling the Financial Story Conference brings together financial professionals, innovators, leaders and thinkers who want to explore what financial services could become.
Not another conference about products, regulations and performance.
A conference about the future of the relationship between money and people.
THE STORIES WE EXPLORE
THE CLIENT STORY
What happens when we discover the story before we design the solution?
THE NEW RETIREMENT STORY
What happens when retirement becomes the beginning of a new chapter?
THE FINANCIAL HERO’S JOURNEY
What changes when the client becomes the hero and the advisor the guide?
THEY LIVED HAPPILY EVER AFTER
What should financial planning make possible after financial success?
THE HYBRID FINANCIAL ADVISOR
What becomes uniquely human when AI can do more?
MORE THAN KEYNOTES
The Conference combines:
Keynotes
Provocative ideas from thinkers and practitioners.
Conversations
Real stories from financial professionals and their clients.
Cases
Organizations already reimagining financial services.
Experiences
Ideas you don’t just hear — you experience.
Connections
A community of people searching for what comes next.
IN SEARCH OF EXCELLENCE
We are not looking for the financial services of yesterday.
We are looking for the people, ideas and organizations that show us what financial services could become.
Every year, one question brings us together:
What is the next great story of financial services?
Join the conversation.
Telling the Financial Story 