Embedding Operational Resilience
In this next instalment of our ‘Prepare, Protect, Prevent’ Operational Resilience (OR) campaign, we [...]
Operational Resilience: Striking the Balance with Outsourcers
Outsourcers form the mainstay of many customer operations models and enable firms to focus on activities [...]
How to harness complaints to drive better customer outcomes
The introduction of the Consumer Duty has put increased pressure on wealth firms to [...]
Transforming Contact Centres with AI: A New Era
As customer contact centres in the wealth industry grapple with numerous obstacles, service providers [...]
Behind The Scenes With AI
There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but [...]
Consumer Duty: Closed Products Shouldn’t Have to Compete
When the FCA initially announced that closed products would be given an extra year [...]
The challenge of Legacy Tech – the old excuse?
It’s no secret that much of the Wealth Management industry is still reliant on [...]
What are the benefits of AI in Wealth Operations?
Back in October, during our Wealth Ops: Live! event, we were joined by industry [...]
Operations and IT in the face of change
Our recent Wealth Ops: Live! Conference in October looked at the changing face of [...]
Future of the Wealth Ops Workforce
Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, [...]