Mortgage industry leaders will discuss the connected mortgage journey in the AI era at MIT Live 2026, as firms seek to move beyond expensive, lengthy transformation programmes and fragmented legacy systems. MAB’s senior appointments across marketing, finance, technology, data and change also underline the strategic importance of platform, data and AI capability in mortgage distribution.
The opportunity for advisers is practical: AI can assist with document triage, CRM prompts, case summaries, lead prioritisation and identifying protection or remortgage conversations. But it must not displace professional judgement. As one industry warning puts it, fluency without judgement can make mistakes faster; firms need human review, reliable source data, clear audit trails and controls for Consumer Duty, data protection and fair customer outcomes.