Insights & Events

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Latest Insights

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Wealth firms are active on social media, but are they creating content people actually want to consume?
Over the past few weeks, we’ve been exploring how the wealth industry is showing up...
Technology Wealth
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Going The Extra Mile? Maybe We Should Make The Journey Shorter.
As National Customer Service Week comes to a close, it is worth recognising the advisers,...
Advice Technology
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Your Customer Doesn’t Experience Your Organisation Chart
Going the extra mile shouldn’t mean working around your operating model. National Customer Service Week...
Advice Latest News Technology
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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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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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citywire
Wealth management faces ‘Bosman moment’ with non-compete overhaul
Could changes to non-compete agreements reshape wealth management? Carl Woodward explores the potential impact on...
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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...