Technology

One third of advice professionals are using AI in their businesses

Advisers urge providers to facilitate better back-office integrations

Powered by Seccl’s technology to serve clients who prefer digital experiences

Clients want fast, accessible, and personalised service

Consumer Duty has led platforms to improve fee communication

Scottish Widows research finds paraplanners increasingly utilising AI

Aims to better support clients who are starting to invest

Financial services compliance officers face mounting challenges

Clients can view portfolio information, track progress and upload documents

More than a third would use it but warned ‘not to get ahead of themselves’