Events
Breakfast round table - How to use cutting-edge AI technologies to anticipate client needs and cross-selling opportunities
Join us for a roundtable (over breakfast) where industry pioneers share their real-world experiences.
Thursday 2nd October 2025
9:00 am - 10:30 am
Leading professional services firms are transforming their key account management by combining traditional intelligence gathering with cutting-edge AI capabilities.
Speakers:
• Ben Kent, Director, Meridian West (Moderator)
• Milan Dalal, Business Intelligence Expert, Managing Director of Brook Intelligence
• Illitch Real, Managing Director, Rubiklab AI
Who Should Attend
Key Account Managers, Business Development Directors, Client Relationship Partners, and Senior Leadership from professional services and B2B firms. Limited to 20 participants to ensure meaningful discussion.
What You'll Discover:
How to create a unified intelligence hub for each key account using annual filings, strategy papers, client interviews, and real-time market data
Case studies on how Big 4, Global law firms and professional bodies are using AI to understand their clients and markets better
Strategies for identifying cross-selling opportunities
How AI can surface patterns and insights across multiple data sources that human analysis might miss
Single Team Member Enquire CTA
Contact Alex at [email protected] to reserve your place.