Visa Didn’t Need a Speaker. They Needed a Map.

Global Payments & Platform Strategy

Visa brought Morris in for a closed-door foresight session during a senior leadership retreat in Bali. The brief: what comes after cards? Morris showed them. From mobile-native money to ambient payments and algorithmic loyalty, he mapped out the end of physical payments and the rise of invisible value systems.

Shift: From card-led systems to trust-led, platform-native payment futures.

The result? A strategic reframing of product roadmaps and messaging, helping Visa anticipate behavioural shifts before they showed up in quarterly data.

Banking the Future Before It Becomes a Problem

Banking & Institutional Foresight

Working with EY, Morris delivered strategic foresight keynotes and advisory for Westpac in both Australia and New Zealand. The focus? How to rebuild trust, anticipate behavioural shifts, and redesign relevance for the generation who no longer “banks” they just move value.

Shift: From financial product sales to behavioural trust architecture.

The result? Leadership-level clarity on what's next in financial services, delivered before emerging risks became market realities.

Shifting from Cardholders to Value Carriers

Payments & Merchant Services

After a standout performance at a Visa event, Morris was booked by ANZ Merchant Services to deliver a tailored Futurevation keynote to over 200 team members inside their Cards and Payments unit. Speaking to a room of operators, strategists, and frontline decision-makers, Morris unpacked the quiet revolutions reshaping the meaning of customer loyalty, financial experience, and embedded value. The focus wasn’t transactions it was trust migration, emotional velocity, and how to earn relevance in a future where “banking” is no longer an action.

Shift: From transactional thinking to value design preparing ANZ’s payment teams to lead into invisible, ambient, AI-assisted commerce.

The result? A keynote that cracked open internal strategy conversations and gave front-line teams the language to name and act on the future their customers are already expecting.

Navigating Innovation from Inside the System

Payments Infrastructure & Financial Services Backbone

Indue engaged Morris to provoke internal thinking on what comes after transaction rails, closed systems, and legacy partners. With a brief focused on innovation readiness, Morris led internal leadership through scenarios on embedded finance, platform disintermediation, and the future of value transfer in a post-bank world.

Shift: From back-end utility to future-facing enabler trusted not because it's invisible, but because it's intelligent.

The result? A clearer innovation pathway aligned with emerging needs in trust, flexibility, and national financial resilience.

Foresight in the Room, Not Just in the Reports

Banking & Strategic Futures

NAB engaged Morris to help surface the quiet risks no spreadsheet could capture — trust erosion, digital identity fatigue, and next-gen clients who no longer saw the bank as a given. Through targeted foresight workshops and leadership sessions, Morris guided internal teams through the deeper question: how do you rebuild cultural authority without default status?

Shift: From quarterly performance to long-horizon presence — rethinking how NAB earns attention and builds trust in an invisible banking era.

The result? A new internal lens on what the bank should stand for in a post-trust, AI-shaped economy — and who it must be for the next generation to even notice.

Reframing Super for a Generation Who May Never Retire

Superannuation & Wealth Planning

AMP engaged Morris to challenge the foundational assumptions of superannuation. What happens when retirement isn’t a destination — or even a concept? Morris worked with internal teams to reframe product, positioning, and engagement for a generation living longer, working differently, and investing with emotional filters. He showed why the future of super isn’t compliance — it’s clarity.

Shift: From accumulation models to life-stage alignment — super that mirrors modern expectations around freedom, purpose, and fluid identity.

The result? Internal alignment around language, strategy, and what value will need to mean next for AMP’s future-facing offers.

Futureproofing the Adviser Conversation at Scale

Investment Platforms & Financial Advisory

Morris was engaged by Colonial First State to keynote a national adviser roadshow across six cities, presenting to over 1,200 advisers using FirstChoice and FirstWrap. The brief? Shift the conversation from performance to possibility. From product specs to strategic empathy. Morris delivered a futures-backed provocation on how superannuation and wealth planning would be reshaped by generational shifts, digital behaviour, and redefined financial trust.

Shift: From product-centric pitches to life-aligned financial narratives that resonate with emerging client expectations.

The result? A reset of the national conversation on how advisers engage the next generation — and a toolkit for seeing the world through the client’s evolving lens

Reframing Value in a World Where Advice Isn’t Enough

Private Wealth & Investment Advisory

UBS invited Morris to keynote their national Wealth Management event at Couran Cove, addressing high-level advisors and internal leaders on the future of financial decision-making. The question wasn’t what to sell next it was how to stay essential in a world where the next generation doesn’t default to financial institutions. Morris focused on trust migration, emotional triggers, and how advisors must evolve from informing clients to interpreting what their futures demand.

Shift: From technical advice to identity-driven alignment helping clients see wealth not just as numbers, but as narrative.

The result? A deep foresight keynote that helped UBS teams recalibrate how they show up and why they matter in a future full of frictionless alternatives.

From Ledger-Centric to Foresight-Ready

Finance & Professional Standards Association

For more than a decade, Morris has worked with the Institute of Chartered Accountants in Australia across national conferences, board briefings, and member sessions. His provocations moved beyond compliance and into what leadership in uncertainty really looks like. He showed why the future won’t be led by spreadsheets but by the people who know when to question them.

Shift: From trusted experts to adaptive strategists reframing what accounting means in an AI-enhanced economy.

The result? A national relationship built on credibility, challenge, and future fluency — equipping members to lead from insight, not inertia.

Shifting the National Conversation on What Finance Is For

Professional Finance Body & Member Organisation

Morris has spoken at CPA Business Forums across multiple states for over a decade. But one keynote hit differently. It challenged members to rethink value, relevance, and trust not as regulatory obligations but as leadership tools. He showed why younger professionals weren't disengaged they were unaligned with legacy language, models, and assumptions.

Shift: From technical compliance to human-first leadership in finance.

The result? A decade-long relationship with CPA that helped position finance not just as a profession — but as a societal compass for what matters next.

The Behavioural Rewire That Helped Wealth Speak to the Next Generation

Wealth Management & Investment Strategy

A prominent advisory firm invited Morris to decode why younger investors were disengaging. It wasn’t apathy it was irrelevance. Through foresight sessions with executives, strategists, and next-gen staff, Morris helped the firm shift its entire framing of value, wealth, and planning.

Shift: From product-first messaging to life-stage relevance and identity-driven offerings, and future-aligned emotional language.

The result? A refreshed product and engagement strategy aligned with how emerging investors think, choose, and commit unlocking a new generation of loyal clients.

Rethinking the Role of the Broker Before Clients Do

Mortgage Aggregation & Financial Brokerage

As the headline guest speaker at Choice Aggregation’s national Business Development Day series, Morris addressed hundreds of brokers facing pressure from automation, regulation, and client disengagement. He reframed the role of the broker not as a middleman but as a future-facing consultant with emotional and strategic relevance. Post-event, his custom slide deck generated over 190 downloads in just 1week, followed by a national foresight webinar that extended the ripple effect.

Shift: From product adviser to behavioural translator brokers who decode life-stage signals, not just compare rates.

The result? A national conversation reset, follow-up thought leadership campaign, and real-time evidence of unmet appetite for future-driven thinking in the broker space

Equipping Brokers to See Beyond the Policy

Insurance Brokerage & Risk Advisory

Morris was invited to keynote the Steadfast Convention, speaking directly to brokers navigating industry complexity, digital disintermediation, and client uncertainty. His keynote cut through compliance fatigue to focus on what clients really wanted: relevance, clarity, and future confidence. The work didn’t end onstage Morris partnered on a post-event foresight series, providing tools to help brokers reframe their own value in a world of AI, autonomy, and ambient risk.

Shift: From intermediary to interpreter helping brokers move from transactional middlemen to trusted foresight partners.

The result? A standing-room keynote, a national post-event ripple, and a repositioning of what brokers offer in a future where clients question everything including who they trust for advice.

Replacing Predictability with Possibility

Independent Financial Planning & Wealth Advisory

Morris was invited to close Beacon Wealth’s annual Key Partners Conference with a keynote built to shift the room’s mindset from static planning to dynamic futures. Speaking after presentations on economic outlook and leadership strategy, Morris delivered “Futurevation – Here Comes Your Future, Ready or Not,” guiding financial planners through the emotional, behavioural, and technological signals that would redefine client expectations. This wasn’t about predicting the market. It was about preparing for the mindset shift already underway.

Shift: From performance projections to future fluency helping planners become translators of what’s next, not just trackers of what’s past.

The result? A closing keynote that left attendees provoked, energised, and better equipped to guide clients through uncertainty with clarity

When Finance Isn’t the Product — Trust Is

Consumer Lending & Automotive Finance

BMW Finance brought Morris in to explore how digital platforms, automation, and evolving consumer identity were reshaping what clients expected from vehicle financing. His foresight sessions reframed the offering not as a transaction, but as a touchpoint in a longer, emotional relationship with autonomy, status, and self-direction.

Shift: From selling loans to designing trust into the journey of ownership, aspiration, and identity.

The result? A strategic repositioning of BMW Finance’s client experience roadmap to meet future drivers on their own terms.

Showing Super Platforms Where the Real Risk Is

Superannuation Technology & Platform Providers

Morris keynoted Financial Synergy’s user conference in Melbourne, speaking directly to platform leaders, software clients, and decision-makers across the superannuation ecosystem. The brief wasn’t “what’s coming in tech” they already knew that. The real challenge was how to make platforms matter in a future where clients can’t see the difference. Morris used foresight to reframe relevance, trust signals, and digital fatigue and helped attendees confront the harder question: what are we really optimising for?

Shift: From feature updates to strategic visibility recentering product and platform around clarity, emotion, and future-aligned purpose.
The result? A high-impact keynote that made the invisible risk visible: becoming forgettable in a future where transparency is assumed and trust must be earned daily.

Helping Emerging Leaders See Themselves in Tomorrow’s Industry

Financial Services & Women’s Leadership

Morris was invited to headline Women in Finance VIC’s annual member event, delivering a keynote that brought future possibility into personal clarity. Speaking to an audience of emerging and established women in financial roles, Morris unpacked the hidden shifts shaping the future of careers, platforms, and decision-making in a system not built for them but being reshaped by them.

Shift: From reactive career navigation to strategic foresight equipping women to lead the industry they’re still too often expected to follow.

The result? A memorable keynote that left attendees not just motivated, but equipped with new tools, new questions, and a clearer role in finance’s unfolding story

Two Crises, One Opportunity Rebuilding Relevance Before It’s Too Late

Insurance, Risk & Workforce Futures

Across two pivotal moments post-GFC and again during the fallout of the Royal Commission Allianz engaged Morris to challenge how insurance could stay trusted, needed, and human. The focus was not on product, but on public positioning: What should a 21st-century insurer mean to people?

In parallel, Morris was commissioned to script a global innovation video on the future of healthcare delivery (mHealth), and later headlined their national Workers' Compensation summit. His keynote reframed the future of work, wellbeing, and the evolving contract between insurers, employees, and the institutions we trust to catch us when things go wrong.

Shift: From claims-handler to resilience partner repositioning Allianz not behind the client, but beside them.

The result? A multi-layered relationship that reset how Allianz talked about trust, future relevance, and the human impact of the systems we insure

Redesigning Risk Around the Human, Not the Policy

Insurance & Health Futures

Allianz didn’t just ask Morris to speak — they asked him to reshape how they think. Over two engagements, Morris delivered a national Workers’ Compensation keynote and developed a foresight-led script for their global innovation content on the future of mHealth. The brief? Rethink what resilience means in a world where health, data, work, and risk are permanently entangled. These weren’t one-off insights — they were provocations designed to influence how Allianz leads conversations their competitors are still afraid to start.

Shift: From claims-driven protection to human-centric prevention — turning risk into foresight, and foresight into advantage.

The result? Strategic messaging, executive alignment, and future-facing language that reframed Allianz as a proactive risk partner — not just a reactive safety net.