Morris Misel Case Studies

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Westpac + Westpac NZ, Case Study

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.

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Hope Brookins Hope Brookins

Visa, Case Study

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.

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Hope Brookins Hope Brookins

ANZ, Case Study

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.

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Hope Brookins Hope Brookins

Indue, Case Study

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.

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Hope Brookins Hope Brookins

NAB, Case Study

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?

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Hope Brookins Hope Brookins

AMP, Case Study

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.

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Hope Brookins Hope Brookins

Colonial First State, Case Study

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.

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Hope Brookins Hope Brookins

UBS Wealth, Case Study

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.

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Chartered Accountants, Case Study

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.

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Hope Brookins Hope Brookins

CPA Australia, Case Study

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.

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Hope Brookins Hope Brookins

Investment Advisory Firm, Case Study

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.

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Choice Aggregation, Case Study

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.

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Steadfast, Case Study

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. Morris partnered on a post-event foresight series too.

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Hope Brookins Hope Brookins

Beacon Wealth, Case Study

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.

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Hope Brookins Hope Brookins

BMW Finance, Case Study

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.

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Hope Brookins Hope Brookins

Financial Synergy, Case Study

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.

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Hope Brookins Hope Brookins

Allianz (mHealth + Workers Comp), Case Study

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.

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Hope Brookins Hope Brookins

Women in Finance, Case Study

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.

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Wealth Advisory Firm, Case Study

A leading wealth advisory group brought Morris in to unpack why their next-generation clients weren’t engaging. The issue wasn’t financial literacy or product performance — it was emotional misalignment. Through strategic foresight sessions, Morris helped reframe the offering around autonomy, identity, and future fluency — showing the team why value isn’t just held. It’s felt.

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Hope Brookins Hope Brookins

Allianz, Case Study

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?

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