IFS Copperleaf Exchange: Roadmap Workshop

The UK&I community has long led the way in Asset Management, Asset Investment Planning, and the use of IFS Copperleaf solutions. We highly value your thought leadership and invite you to join our product development team in person to understand our product direction and help shape the future of our roadmap.

This collaborative workshop brings together Copperleaf’s UK&I clients to explore the evolving product roadmap, share insights, and shape priorities for the future. 

Collaborate. Influence. Shape what’s next.

This session will:

• Provide clarity on current development approach, roadmap direction, and strategy.
• Introduce our strategy and approach for platform innovation and embedding AI.
• Encourage open dialogue on how sector needs, challenges, and opportunities can help influence the roadmap.
• Reinforce partnership by recognising the leadership and expertise of UK&I clients and their role in shaping the future of Asset Investment Planning.
• Build alignment for the future, strengthening collaboration and shared confidence in Copperleaf’s direction and continued market leadership.
• Engage with product leadership, meet and engage face to face with Copperleaf R&D leadership team.

Why Your Voice Matters

The UK&I user community sets the standard globally for value-based decision making in asset investment. Your experience, challenges, and aspirations directly inform how we innovate. This workshop ensures your perspective drives the roadmap—so that future releases align with your strategic priorities, regulatory needs, and operational goals. By attending, you will:

• Influence how AI is applied to real-world asset planning
• Align product development to outcomes that matter most to your organization
• Strengthen collaboration with peers and Copperleaf’s leadership team

What You’ll Learn

• Roadmap transparency: Preview new features, platform integrations, and innovation priorities—and directly influence what’s next.
• AI in AIP: Discover where AI is delivering measurable impact today—from automated valuation to agentic workflows that accelerate planning —and shape which use cases come next.
• Business Impact: How IFS Copperleaf is evolving our products and services to enable you access to the latest AI use cases —helping you drive real, measurable business impact.