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Webinar recap: How RegTech can help C&R firms monitor and evidence Consumer Duty outcomes
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How to utilise RegTech for the provision of ongoing advice services
In recent months, the FCA indicated the urgency for further understanding of the assets under advice landscape and sent a survey to 20 of the largest advice firms in February 2024. While we await the outcome of this review, firms now have the chance to
Almost three quarters of financial advisors understand the significance of incorporating AI
A survey of financial advisers has revealed that 72% of firms say it’s important to integrate artificial intelligence (AI) into their practices but 95% believe they lack the required skillsets to do so. Conducted by financial advice technology provider, intelliflo, the adviser research also highlights
Motor insurance firms are advised to utilise their data to better demonstrate customer outcomes
The FCA recently released new findings into its review of how motor insurance firms handle claims for valuing stolen or written off vehicles. The survey, which comprised 12 firms, targeted organisations that collectively make up around 70% of the market to give a clearer picture
FCA Business Plan: Regulator steps up tech focus for 2024/25
The Financial Conduct Authority (FCA), the UK’s financial regulatory body, has released its annual Business Plan for 2024/25, which outlines its key objectives and regulatory priorities for the next 12 months. The Business Plan restates the FCA’s three main areas of focus: Reducing and preventing
Consumer Duty: Increasing data oversight is key for effective outcomes monitoring
The FCA’s latest deep dive into firms’ Consumer Duty journeys, published on 20th February, has shed new light on the need for businesses to review and where necessary ‘level up’ their oversight and monitoring strategy for long-term compliance to ensure the right customer outcomes and
The FCA’s motor finance focus reveals the importance of robust oversight
How technology can help
