Technology

'Don't be shy about telling clients how they're benefitting from your use of AI'

Over Ascentric purchase

Important to consistently evaluate your tools for value and gaps

Improving digitalisation, integrating AI and compliance

'For vulnerable clients, the concept of value for money takes on heightened importance'

CashHub has a broad range of cash savings products

'As important as diverse talent, a collaborative culture is critical'

Advisory AI’s app aims to eliminate manual note taking and transcribe

Gives financial advisers ‘even greater’ access to data

Nexus aims to improve data integrity and streamline operations