Resources
Insights
Seamless two-way integration provides intelliflo users with quality of advice AI analysis
Read More »
Tracking the essential evidence for your ongoing advice reviews
The changes in the FCA’s supervisory style, guided by the Consumer Duty, continue to impact the financial services sector as we settle into the new year. With its “show me, don’t tell me” approach, the regulator can ask for detailed information and data from firms
How one marketer used AI to step into Christmas
As the festive season gathers pace and the December days buzz by, businesses everywhere begin thinking about how to celebrate with their customers, partners, and employees. One tradition that never goes out of style is the corporate Christmas card. And as their design has evolved
Key priorities in FCA update: ongoing advice services and retirement income advice
Our colleagues at TCC Group have unveiled their expert insights on the recent portfolio strategy letter from the FCA, which was released on the 7th October 2024. This crucial communication outlines the future roadmap and expectations for financial advisers and investment intermediaries over the upcoming
How advice firms should navigate the AI journey
There are numerous new AI solutions available for financial advice firms, offering a range of choices. However, it’s often unclear which type of AI is being promoted and if it suits your needs. It’s important to know there are two main types of AI, and
Seamless two-way integration provides intelliflo users with quality of advice AI analysis
Earlier this year, Recordsure partnered with intelliflo – a global leader in advice technology – to accelerate the digitalised transformation of the wealth management sector. The potential that AI has to revolutionise the provision of financial advice alongside human expertise has been a widely discussed
How financial advisers can embrace the evolving landscape
Earlier this month, TCC and Recordsure founder Joanne Smith spoke as part of an expert panel at the Artificial Intelligence in Financial Advice conference to consider how AI can help with adviser compliance. Here are some of the key takeaways from the discussion: AI with
