Follow the Golden Thread – Elevating Complaints Root Cause Analysis Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management.... Click Here to View
Complaints: Going for Gold With so many other challenges facing the wealth management sector, from legacy technology to difficult... Click Here to View
Making Waves: Exploring the Future of Wealth Operations Join us as we look at the future of Wealth Operations across people, process and... Click Here to View
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income Greater innovation is on its way in the UK retirement income market, with annuities playing... Click Here to View
The Gender Gap: Change Starts with Bravery It’s 2022 and the gender gap is alive and kicking. In this whitepaper we explore... Click Here to View
Consumer Duty and the Correspondence Crisis Consumer Duty is challenging existing thinking around customer correspondence….read our white paper today where we... Click Here to View
Bereavement Processing: The Poor Relation The bereavement process within the Wealth Industry can be lengthy and complex. There are rules... Click Here to View
The Impact of IR35 in the Private Sector Since the new rules around IR35 were formally implemented into the Private Sector in April... Click Here to View
The Future of Wet Signatures An increase in use of electronic signatures has been observed across a number of sectors... Click Here to View
Open Finance in the UK Since its inception in 2018 much progress has been made in the world of Open... Click Here to View
Risk in the Value Chain We pride ourselves on having clients in all parts of the value chain. We think... Click Here to View
Business Architects – Building Houses Seasoned Business Architects are often well compensated and sit in senior positions within organisations. We... Click Here to View
Contact Centres Contact Centres will often be affected when an incident occurs that impacts a business’s customer... Click Here to View
Process, Technology and the Financial Adviser Our refreshed research study looking at Advisers’ perception of technology and its challenges for their... Click Here to View
Risk Management in Covid-19 and beyond The COVID-19 pandemic has impacted communities and economies around the world. From basic social behaviors,... Click Here to View
An Introduction to Risk Management At Simplify Consulting, we are passionate about keeping things simple. So we have developed a... Click Here to View
Digital Identity Digital identity has long been on the government agenda, but will there ever be centrally... Click Here to View
Novice Investors In a world of low-interest rates many new investors will use a stocks and shares... Click Here to View