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Operations and IT in the face of change
Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth...
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Simplify 2024 Outlook
[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/12/Simplify-Outlook-2024.pdf” title=”Simplify Outlook 2024″]
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AI: Invisible or Not….
At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick...
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Future of the Wealth Ops Workforce
Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making...
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Vulnerability Campaign: Utilising tech and AI
[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/11/Tech-and-AI-Interview.pdf” title=”Tech and AI Interview”] Natasha Bridgewater Wealth Consultant
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Vulnerability Campaign: Customer-Centric Process Design
Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form...
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The Evolving Advice Journey
Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of...
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What is the future for PMO?
Aneta Murdza Wealth Consultant .. The objective of the PMO is to support the business...
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What is Future of Advice?
Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal...