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 [...]
Transforming Contact Centres with AI: A New Era
As customer contact centres in the wealth industry grapple with numerous obstacles, service providers [...]
The Journey to IMpower Incorporating FundForum
Just over a month ago, I represented Simplify Consulting as a speaker at the [...]
Is Hyper-Personalisation in Client Segregation Inevitable?
Clients are growing up in a rapidly evolving digital environment where they expect the [...]
Behind The Scenes With AI
There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but [...]
Building Trust: How wealth providers can boost data sharing and better outcomes for customers
The wealth management industry is focused on shifting towards a data-driven landscape, exploring new [...]
Transforming the Wealth Operations Workforce for the Future
Financial Services is big business with over 2.5 million people in the UK working [...]
International Women’s Day. Not just for one day.
The focus on women’s advancement can’t just be limited to one day, whether it's [...]
Assessment of Value: Investor Impacts
In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund [...]