10 April 2025 What replaces Robo-advice? What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with... Advice
31 March 2025 Death of the Day Rate Day rate contracting has been around for some time and is synonymous with consultancy work,... Latest News
28 January 2025 The role of behavioural analysis in supporting Consumer Duty Behavioural analysis looks at how customers behave and why and has traditionally been used as... Consumer Duty
28 November 2024 Embedding Operational Resilience In this next instalment of our ‘Prepare, Protect, Prevent’ Operational Resilience (OR) campaign, we explore... Ops Resilience
26 November 2024 Operational Resilience: Striking the Balance with Outsourcers Outsourcers form the mainstay of many customer operations models and enable firms to focus on activities better... Ops Resilience
11 November 2024 How to harness complaints to drive better customer outcomes The introduction of the Consumer Duty has put increased pressure on wealth firms to ensure... Complaints
02 October 2024 Transforming Contact Centres with AI: A New Era As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are... Latest News
23 May 2024 Behind The Scenes With AI There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what... Latest News
23 April 2024 Consumer Duty: Closed Products Shouldn’t Have to Compete When the FCA initially announced that closed products would be given an extra year to... Consumer Duty
