Latest posts
Managing the financial challenge of COVID: The rising wave of debt management cases
Under normal circumstances, working with customers who are experiencing financial difficulty is one of the hardest parts of working in financial services. It’s hard for the customer, difficult for the staff who speak with them and challenging for the firm to balance fairness with commercial
Robo-advice isn’t the only way to simplify the advice journey
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,
How wealth managers are using technology to turn customer conversations into insights
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 intensified competition. The last
New blood: how millennials are managing their money
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
Demonstrating catalysts for change in financial services
“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
Things Financial Advisers Could Be Doing Instead of Post-Meeting Administration
Paraplanners spend an average of 1-3 hours transcribing voice recordings and writing up documentation after client meetings. According to our research, 14 hours can be saved each week purely through the implementation of our Extract solution.
Managing the financial challenge of COVID: The rising wave of debt management cases
Under normal circumstances, working with customers who are experiencing financial difficulty is one of the hardest parts of working in financial services. It’s hard for the customer, difficult for the staff who speak with them and challenging for the firm to balance fairness with commercial
Robo-advice isn’t the only way to simplify the advice journey
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,
How wealth managers are using technology to turn customer conversations into insights
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 intensified competition. The last
New blood: how millennials are managing their money
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
Demonstrating catalysts for change in financial services
“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
Things Financial Advisers Could Be Doing Instead of Post-Meeting Administration
Paraplanners spend an average of 1-3 hours transcribing voice recordings and writing up documentation after client meetings. According to our research, 14 hours can be saved each week purely through the implementation of our Extract solution.
