Modernising Financial Services: A Strategic Path to Digital Transformation and AI Readiness
Discover how financial services and insurance organisations can future-proof their operations by embracing FSI digital transformation and AI readiness. This session explores how modern infrastructure, strategic alignment, and data maturity lay the foundation for AI adoption—featuring real-world insights from OneFamily’s transformation journey.
Key Takeaways:
- FS&I-Focused Business Case: Why digital transformation is essential for financial services and insurance firms aiming to stay competitive.
- Operational Efficiency: Learn how modern platforms and tooling reduce costs while enhancing performance and agility.
- Regulatory Confidence: Understand how digital strategies can support FS&I-specific compliance and data protection requirements.
- AI Readiness: Explore the critical role of data maturity, strategic alignment, and scalable infrastructure in enabling AI adoption.
- Customer Story: Hear from OneFamily on how they aligned IT and business strategy, built a compelling business case, and unlocked transformation at scale.
Attendees can also benefit from a Free Navigator assessment—a tailored evaluation of your organisation’s current digital maturity to help identify opportunities and next steps on your transformation journey.
Meet the Speakers...

Neil Stewart
Senior Enterprise Account executive
Neil is a Senior Enterprise Account Executive at ANS, specialising in financial services and insurance. Formerly a Client Director for Microsoft Business Applications, he helps FS&I organisations drive digital transformation through Azure and Dynamics 365. Neil builds strong client relationships, aligning technology with strategic goals to boost efficiency and long-term value.

Leo McKeague
Head of Business Transformation - OneFamily
Leo McKeague is a senior transformation leader with over 20 years’ experience in financial services. Through eMFusion Consulting, he helps regulated firms design and deliver board-ready, self-funding strategic change programmes. He recently co-led the inception of a major UK mutual’s cloud migration with ANS, shaping the business case, commercials, and governance to secure immediate savings and five years of innovation capacity.

James Page
Founding Partner of TCG – The Consulting Group (UK)
James Page is the Founding Partner of TCG – The Consulting Group (UK) LLP, with over 25 years of experience in commercial strategy and programme delivery across global financial services. He recently co-led the inception of a major UK mutual’s cloud migration with ANS and specialises in procurement transformation, cost optimisation, and operational change, helping organisations unlock value and drive sustainable growth.