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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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2027 will expose which firms are serious about ISA reform and which aren’t
In this final instalment, attention turns to the practical challenge of operationalising the changes brought...
Advice Investments Wealth
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Stop chasing autonomous agents.
Agents are getting all the press, and rightly so. They promise something genuinely different. End-to-end...
Advice Tech and AI
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Would You Still Use AI If Every Question Had a Price Tag?
The question isn’t whether AI is useful. It clearly is. The better question is whether we would...
Advice Tech and AI
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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...