Technology

Partner Insight: Leveraging AI to Revolutionise compliance and Conduct File Checks

Technology

Partner Insight: Leveraging AI to Revolutionise compliance and Conduct File Checks

Robert Jones, head of business development at BAT Software discusses overcoming data compliance concerns with industry-specific AI tools

clock 21 August 2024 • 3 min read
Timeline has the most innovative technology, industry says

Technology

Timeline has the most innovative technology, industry says

Advisers, business owners and paraplanners share their thoughts

clock 17 June 2024 • 1 min read
New industry group launches with aim to reform LoA processes

Technology

New industry group launches with aim to reform LoA processes

Group formed by pensions technology specialist The Pensions Lab

clock 14 June 2024 • 2 min read
Intelliflo to roll advice firms onto Wealthlink offering from August

Technology

Intelliflo to roll advice firms onto Wealthlink offering from August

‘This is now about the evolution to a full advice solution’

clock 04 June 2024 • 1 min read
Nick Eatock: The 'advice journey gap' is the issue advisers must solve now

Technology

Nick Eatock: The 'advice journey gap' is the issue advisers must solve now

‘Firms must prioritise digital innovation to stay competitive’

clock 04 June 2024 • 1 min read
AI-based vulnerable customer identification tool launches

Technology

AI-based vulnerable customer identification tool launches

Offering comes ahead of Consumer Duty introduction in a few months

clock 21 March 2023 • 1 min read
Just Group partners with Comentis to support vulnerable customers

Technology

Just Group partners with Comentis to support vulnerable customers

'One in two adults at risk of financial vulnerability'

clock 15 August 2022 • 3 min read
Online hub Gretel launches to find dormant assets 'in three minutes'

Technology

Online hub Gretel launches to find dormant assets 'in three minutes'

'£50bn to recover'

clock 11 April 2022 • 3 min read

Technology

Voyant users targeted in email phishing attack

Eight hour lag to inform advisers

clock 10 March 2020 • 4 min read

Technology

Albany Park partners with Anorak to offer online protection advice

Hybrid model

clock 03 July 2019 • 1 min read
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