When lockdown was announced, many people packed up their desks and set up shop at home. Offices provide a bustling atmosphere where employees can chat and collaborate, naturally creating a thriving culture. When the office is removed from the equation, it can create a sense

Automation has so many possibilities in the financial service sector. But to truly offer value, the goal is to make more routine aspects of an advisers role faster and simpler whilst also enhancing the adviser and customer experience. When automation is mentioned in the sector,

According to EY Global Wealth Management Research, 39% of European clients plan to switch advisers in the next three years. These recent figures heighten the pressure for firms to continuously raise the bar when it comes to satisfying customer needs, especially against the intensified competition. The

Our products Millennials make up the largest generation in history, eclipsing the baby boomers by over 15 million, and they’re starting to move into their prime spending years. Traditionally, investing has been reserved for the older generations and exclusive to those with more capital, however, we

“It’s vital that firms get the balance right if they’re going to stand up, and market players who are succeeding have engineered hybrid services with the right blend of machine, human data and voice that are needed to drive intelligent wealth solutions.” Antony Bream, Managing