02 May 2025 How will I know my customer is vulnerable? How will I know my customer is vulnerable?… The FCA’s recent Vulnerability Review highlighted that... Consumer Duty
10 April 2025 What replaces Robo-advice? What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with... Advice
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
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
16 July 2024 Cause and Effect – Ongoing Advice The latest news that Quilter have been invited to partake in a skilled person review... Advice
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
02 January 2024 Simplify 2024 Outlook [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/12/Simplify-Outlook-2024.pdf” title=”Simplify Outlook 2024″] Latest News
06 December 2023 AI: Invisible or Not…. At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick... Latest News