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White Papers

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The Customer Strikes Back
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The Customer Strikes Back

Customers are already using AI to manage money, automate interactions and challenge decisions, shifting control away from financial providers. Firms now need to redesign services for a world where AI agents and humans interact side by side, while maintaining trust and transparency.
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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Consistent, scalable, high quality Root Cause Analysis (RCA) is often…
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Complaints: Going for Gold
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Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
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Making Waves: Exploring the Future of Wealth Operations
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Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
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Latest Insights

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ISA Reforms – Driving Investment and Long-Term Growth
ISA reforms, due in April 2027 and supported by the government’s ‘Savvy the Squirrel’ campaign...
Investments Wealth
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AI ROI. Why 90‑day pilots beat 2‑year bets, and where they fall short
There are two approaches to AI investment emerging in financial services. The first is the...
Advice Investments Wealth
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Removing Redundant Processes in the Digital Age
In an era defined by rapid technological advancement and digital transformation, outdated practices still persist...
Advice Wealth
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Podcasts & Webinars

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International Women’s Day
A quick spotlight on eventer Kirsty Chabert as she shares her insights on balancing elite...
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Simplify Sessions – Enabling FPR doesn’t have to break the bank
In this podcast Jo Fulford, Nina Cherry, and Natasha Bridgewater share their thoughts on the...
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Nick Clarke – Welcome to Simplify
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News

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FCA climate reforms to cut costs, but could they shift burden to advisers?
FT Adviser: Head of Frameworks, Dom House shares his thoughts with Financial Times Adviser, highlighting...
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Wealth managers warned about surge in AI-drafted client complaints
CityWire: Highlights Simplify Consulting research warning that AI‑drafted client complaints are rising, increasing operational pressure...
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FCA names second cohort for AI live testing programme
Money Marketing - Practice Director - Technology, Michael James shares his thoughts regarding the FCA...