27 August 2026 The correspondence challenge hiding in plain sight Most organisations know about the obvious communications: statements, policy renewals and onboarding packs. But what... Complaints Latest News Tech and AI
20 August 2026 AI in Complaints: Are Firms Keeping Up? The use of AI in our day to day continues to rise, from the use... Advice Complaints Tech and AI
10 August 2026 2027 will expose which firms are serious about ISA reform and which aren’t In this final instalment, attention turns to the practical challenge of operationalising the changes brought... Advice Investments Wealth
07 August 2026 Stop chasing autonomous agents. Agents are getting all the press, and rightly so. They promise something genuinely different. End-to-end... Advice Tech and AI
05 August 2026 Would You Still Use AI If Every Question Had a Price Tag? The question isn’t whether AI is useful. It clearly is. The better question is whether we would... Advice Tech and AI
31 July 2026 The hidden cost of AI starts after the demo AI looks cheap in a pilot. That’s the problem. Pilots lie. They are controlled experiments... Advice Tech and AI
29 July 2026 ISA Reform – The Risks for Providers As covered in our last segment on ISA reform, there are many opportunities for product... Investments Wealth
24 July 2026 The best AI use cases are smaller than people think There’s a common misunderstanding about how AI creates value in financial services. It doesn’t come... Advice Tech and AI
23 July 2026 ISA Reform – Opportunities: Providers as Educators In the previous post, it was acknowledged that ISA reforms may not be widely welcomed... Investments Wealth