Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management....
White Papers
Explore our work with clients and professional collaborations, tackling issues and exploring new ideas to solve problems across the wealth industry.
Complaints: Going for Gold
With so many other challenges facing the wealth management sector, from legacy technology to difficult...
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth Operations across people, process and...
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Greater innovation is on its way in the UK retirement income market, with annuities playing...
The Gender Gap: Change Starts with Bravery
It’s 2022 and the gender gap is alive and kicking. In this whitepaper we explore...
Consumer Duty and the Correspondence Crisis
Consumer Duty is challenging existing thinking around customer correspondence….read our white paper today where we...
Bereavement Processing: The Poor Relation
The bereavement process within the Wealth Industry can be lengthy and complex. There are rules...
The Impact of IR35 in the Private Sector
Since the new rules around IR35 were formally implemented into the Private Sector in April...
The Future of Wet Signatures
An increase in use of electronic signatures has been observed across a number of sectors...