Insights & Events

Explore our thinking, expert opinions, discover our ideas and stay up to date with our thought leadership.

White Papers

See All
The Customer Strikes Back
Featured Whitepaper

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.
Click Here to View
Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Featured Whitepaper
Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Consistent, scalable, high quality Root Cause Analysis (RCA) is often…
Click Here to View
Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
Click Here to View
Making Waves: Exploring the Future of Wealth Operations
Featured Whitepaper
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
Click Here to View
See All

Latest Insights

See All
data-blog
Don’t Let Legacy Data Be an Innovation Blocker: Customers Deserve Better
Across Wealth Management, firms are racing toward digitisation, innovation, and AI adoption all for efficiency,...
Advice Wealth
investing-blog
Cutting the Cash ISA limit could Be a win for women, if Providers step up
Women hold more cash, invest less, and face persistent gender wealth gaps; the gender investment...
Investments Wealth
picture-3
When Digital Meets Paper: Two Very Different Name Changes
 You can build or lose real customer trust in a single transaction. I recently changed...
Technology Wealth
See All

Podcasts & Webinars

See All

International Women’s Day
A quick spotlight on eventer Kirsty Chabert as she shares her insights on balancing elite...
Watch Video

 

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...
Watch Video

Nick Clarke – Welcome to Simplify
Watch Video

News

See All
citywire-2
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...
money_marketing_logo
FCA names second cohort for AI live testing programme
Money Marketing - Practice Director - Technology, Michael James shares his thoughts regarding the FCA...
investment-week-logo
Deep Dive: Increased demand for personalisation masks value concerns
Investment Week: Practice Director, Michael James shares his thoughts on how competition and consolidation is...