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How will I know my customer is vulnerable?
How will I know my customer is vulnerable?…  The FCA’s recent Vulnerability Review highlighted that...
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What replaces Robo-advice?
What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with...
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Embedding Operational Resilience
In this next instalment of our ‘Prepare, Protect, Prevent’ Operational Resilience (OR) campaign, we explore...
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Operational Resilience: Striking the Balance with Outsourcers
Outsourcers form the mainstay of many customer operations models and enable firms to focus on activities better...
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Transforming Contact Centres with AI: A New Era
As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are...
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Cause and Effect – Ongoing Advice
The latest news that Quilter have been invited to partake in a skilled person review...
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Behind The Scenes With AI
There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what...
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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...