FinTech LIVE London 2025: AI and Client Relationships
Artificial intelligence is reshaping how financial services organisations engage with their clients, offering opportunities to personalise experiences, anticipate needs and strengthen relationships.
On 8 October at FinTech LIVE London 2025, Konstantina Kapetanidi, Head of CRM & AI Sales Enablement at Schroders, will explore practical approaches to harnessing AI for transformative client engagement.
Taking place on Stage 2, the fireside chat titled "Harnessing AI to Transform Client Relationships in Financial Services" examines how financial institutions can leverage AI to deliver more meaningful, client-focused outcomes whilst maintaining trust and compliance.
Get your tickets here to join this essential discussion at FinTech LIVE London 2025, taking place 7-8 October at 155 Bishopsgate, London.
Beyond Automation to Transformation
As Head of CRM & AI Sales Enablement at Schroders, Kapetanidi occupies a unique position at the intersection of customer relationship management, artificial intelligence and sales strategy.
Her perspective combines technical understanding with practical experience of how AI can enhance client relationships in a sector where trust and personalisation are paramount.
The fireside chat will explore practical approaches to integrating AI into client engagement strategies, moving beyond simple automation to a genuine transformation of how financial services organisations understand and serve their clients.
Personalisation, Anticipation and Relationship Building
The discussion will highlight how AI enables financial institutions to personalise experiences at scale – delivering tailored insights, recommendations and communications that previously required intensive human effort.
Kapetanidi will examine how AI can help organisations anticipate client needs, identifying opportunities to add value before clients explicitly request assistance.
Importantly, the conversation will address how to strengthen relationships through AI rather than making interactions feel more transactional.
The goal is to use technology to enable more meaningful human engagement, not to replace it.
Tools, Insights and Best Practices
Kapetanidi will share tools, insights and best practices for enhancing customer interactions whilst maintaining trust and compliance.
In financial services, where regulatory requirements are stringent and client relationships are built on confidence, deploying AI requires careful consideration of transparency, data privacy and ethical use.
The fireside chat will examine how to balance the efficiency and insight that AI provides with the human judgement and empathy that clients expect from their financial services providers.
Get your tickets here to gain actionable insights on transforming client relationships with AI.
FinTech LIVE London 2025: Client-Centric Innovation
This fireside chat is part of FinTech LIVE London 2025's comprehensive programme exploring how emerging technologies are reshaping financial services.
The two-day event brings together over 2,000 attendees – both in-person and virtual – including senior executives, innovators and thought leaders from across the global financial services ecosystem.
Get your tickets here and discover how to harness AI for stronger client relationships.
FinTech LIVE London 2025 takes place 7-8 October 2025 at 155 Bishopsgate, London. The fireside chat "Harnessing AI to Transform Client Relationships in Financial Services" with Konstantina Kapetanidi begins at 13:05 on Stage 2 on 8 October.
