Insights & Events

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

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Business, Data, Application & Technology Architecture: A Comprehensive Guide
In our previous article, we explored the different levels of IT architecture – Enterprise, Solution,...
Tech and AI
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Mansion House Speech Response
Like many of us, are you feeling inspired after the Chancellor’s Mansion House speech, with...
Latest News
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Architecture: Beyond Bricks and Mortar, Guiding Principles for Your IT Solutions
Have you ever wondered what the difference is between Enterprise, Solution & Software Architecture? As...
Tech and AI
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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
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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
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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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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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Simplify Podcast: Vulnerability Campaign
In this podcast Wealth Consultants Jo Fulford and Natasha Bridgewater discuss vulnerable customers and enabling...
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Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
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News

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Consumer Duty is not doing what it set out to do! What the industry wants from the wholesale review
Investment Week: Head of Frameworks, Dom House shares his thoughts with Investment Week on how...
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Why are wealth management firms simplifying their business models?
FT Adviser: Lead Consultant, Rachel Allen shares her thoughts on why wealth management firms are...
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Do the FCAs targeted support proposals go far enough to close the advice gap?
PA Adviser: Consultant Jo Fulford with other Industry experts react to the FCA’s ‘once in...