A new wave of fintech leaders is challenging the traditional world of wealth management by using inclusive design, behavioural research and AI to build investment products for everyone, not just the financially savvy.
In light of recent UK cash ISA rule changes, this panel explores how brands like AJ Bell, Monzo and others are leading the way in creating tools that make saving and investing more approachable and accessible.
Drawing from real user insights and practical UX strategies, we will explore how research-led product development and ethical design practices are helping financial services become more inclusive, particularly for underrepresented or first-time investors.
Expect a lively discussion featuring voices from finance, user experience and regulation, with practical takeaways for product teams, policy influencers and tech professionals.