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
27 February 2024 The challenge of Legacy Tech – the old excuse? It’s no secret that much of the Wealth Management industry is still reliant on Legacy... Latest News
08 February 2024 What are the benefits of AI in Wealth Operations? Back in October, during our Wealth Ops: Live! event, we were joined by industry experts... Latest News
04 January 2024 Operations and IT in the face of change Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth... Latest News
05 December 2023 Future of the Wealth Ops Workforce Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making... Latest News
