Insights & Events

Explore our thinking, expert opinions, discover our ideas and stay up to date with our thought leadership.

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The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services
The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services The most...
Wealth
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A review of recent FCA Market Study for UK pure protection market and what we may expect come the end of the year…
Dan Martin, Lead Consultant at Simplify Consulting explores recent FCA Market Study for UK pure...
Insurance
Transfers: Why Are We Still Making It So Hard?
Transfers: Why Are We Still Making It So Hard? If there’s one thing that’s followed...
Wealth
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White Papers

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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Featured Whitepaper

Follow the Golden Thread – Elevating Complaints Root Cause Analysis

Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management. In partnership with CourtCorrect, our paper Follow The Golden Thread – Elevating Complaints Root Cause Analysis, examines the challenges and considers how AI can be applied and integrated into organisations to optimise RCA.
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Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
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Making Waves: Exploring the Future of Wealth Operations
Featured Whitepaper
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
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Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Featured Whitepaper
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Greater innovation is on its way in the UK retirement…
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Podcasts & Webinars

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Rachel Allen – Welcome to Simplify
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Nick Clarke – Welcome to Simplify
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Vulnerability Campaign: Bradley shares his experiences
In this video Jayne Brown Lead Consultant speaks with Bradley who is a young carer...
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News

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M&G Wealth platform boss joins consultancy’s board
Citywire: M&G Wealth Platform CEO Richard Denning has joined Simplify Consulting as a non-executive director....
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Don’t neglect the human touch in favour of AI?
Money Marketing: Head of Frameworks: Dominic House argues that while artificial intelligence offers efficiency gains...
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The art and science to embedding acquisitions effectively
Wealth DFM: Co-Director, Carl Woodward explores how wealth management firms can effectively integrate acquisitions by...