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How to revolutionise your financial advice compliance with AI
The pressure on financial advisers to demonstrate the quality and compliance of their advice is a topic that’s been widely covered in industry news. And for firms, it’s not only a matter of meeting regulatory requirements but also protecting the interests and financial wellbeing of
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
