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
19 August 2024 Is Hyper-Personalisation in Client Segregation Inevitable? Clients are growing up in a rapidly evolving digital environment where they expect the same... 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
09 August 2023 Are you in Control? The control environment protects customers and the business from risk. More than a safety net,... Latest News
19 May 2023 The Big Interview Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus our... Latest News
12 April 2023 Blockchain in Wealth The industry disrupter, the future, the next everything. Blockchain has been hyped ever since it... Latest News
