Insights & Events

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

Latest Insights

handsfromdiverseindividualsworktogethertoarrangelargegears
Common Sense Isn’t Always Common Practice: Why Good Customer Outcomes Require Cross-Functional Collaboration
The Financial Conduct Authority’s latest review into firms’ approaches to the Consumer Duty’s support outcome...
innovativeafrican-americanconsultantboostingcustomersatisfactionthroughlaptoptechnologyin
How can firms improve consumer engagement with wealth products?
Over the years the wealth management industry has been hindered by excessive regulation. It has...
simplify-linkedin-branding-standard-blog-2-website-2
Business, Data, Application & Technology Architecture: A Comprehensive Guide
In our previous article, we explored the different levels of IT architecture – Enterprise, Solution,...

White Papers

Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Complaints: Going for Gold
Making Waves: Exploring the Future of Wealth Operations
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income

Podcasts & Webinars

Vulnerability Campaign: Bradley shares his experiences
In this video Jayne Brown Lead Consultant speaks with Bradley who is a young carer...
Watch Video

Simplify Podcast: Vulnerability Campaign
In this podcast Wealth Consultants Jo Fulford and Natasha Bridgewater discuss vulnerable customers and enabling...
Watch Video

Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
Watch Video

News

todays_wills__probate_logo
Today's Wills & Probate: Consultant, Nina Cherry shares her thoughts with Today's Wills & Probate...
investment-week-logo
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...
ft-adviser-news-wordpress
Why are wealth management firms simplifying their business models?
FT Adviser: Lead Consultant, Rachel Allen shares her thoughts on why wealth management firms are...