In this session, we shared our perspective on how firms are investing in enhancing their risk management capabilities, boosting team efficiency, and streamlining day-to-day operations in 2026.
Our panel reviewed real-world stories, commented on existing and evolving trends, and offered advice for firms in risk areas touching policy, process, technology, data management, and staffing. Topics included:
Policy, Process & People:
- Lateral hire workflow, HR systems integrations, and process optimization
- Improving OCG, terms of business, and engagement letter management
- Staff training, development, and retention
Technology:
- Risk cloud software migration strategies and best practices
Taking advantage of licensed but unused or under-utilized software product capabilities
Data and Insight:
- New Business Intake reporting and dashboard intelligence
- Third-party data integration & process optimization innovations
