Pinpoint Challenges. Define Where Innovation Can Deliver.

Through expert facilitation and hands-on exercises, you’ll identify key challenges in your internal and customer-facing workflows—and discover where innovation can drive the greatest impact.

Workshop Details

Format: 4 hour virtual session (with regular 5–10 minute breaks)
Date: Various dates available
Location: Online
Objectives:
- Map key challenges across culture, processes, and systems
- Identify areas where innovation (e.g. automation, customer experience improvements, marketing strategy) can deliver the most value
- Collaborate with your colleagues to vote on high-impact opportunities

What You'll Gain

By the end of the session, you'll have:

🎯 A clear view of your organisation’s innovation priorities

📝 A shortlist of actionable opportunities

In follow up to the session, Future Finance will review your findings and suggest further support.

This may include access to:

🤖 Tailored match-making with innovative tech providers whose solutions align with your challenges

🩺 Advice clinics with professional services experts

🎓 Skills training workshops

🤝 Funded 1:1 consultancy support and £2k grant to implement your change project.

Who Should Attend

This workshop is open to UK-based financial service providers (i.e. advice, insurance, lending and credit unions) and FinTech organisations aiming to boost efficiency and growth.

We recommend 2–3 attendees per organisation to ensure a well-rounded view of your workflows and customer journey.

Pre-Workshop Requirement

Please complete the Innovation Potential Assessment before attending.

This helps us tailor the session to your organisation’s needs and ensure you get the most from the experience.

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Future Finance part of a programme called Next Generation Professional and Financial Services, delivered by Innovate UK and ESRC (Economic and Social Research Council).

This programme aims to help professional service sectors, including accounting and law, and the financial service sectors, including insurance, lending, advisory and payment services, develop and use digital technologies.