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