Technology

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’

24/7 access is becoming a must-have

A well-designed experience can significantly enhance user satisfaction

Business to pivot away from transformation to growth focus

Winners to be announced on 24 September at the London Hilton Park Lane

'It's a complex situation and a competitive market'