Technology

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

Could cost users ‘tens of thousands of pounds’

How you use AI can change from task to task

AI could spell end of ‘1% of assets’ advice model

The bell curve of client banks

Advisers not aware of digital tools that can help

Raising the standard of understanding

Efficiency doesn't remove accountability

Available to UK adviser users