The monthly resource guide aims to help advisers find the best tech solutions to drive efficiency, profitability and better consumer outcomes.

The monthly resource guide aims to help advisers find the best tech solutions to drive efficiency, profitability and better consumer outcomes.
JammJar automates CRM updates, fact-find completion, document handling and suitability notes.
The assistant, built by MQube, answers complex criteria queries instantly.
Connor Ross, property finance expert at BridgeCross Finance, explores AI's role in property finance and how it affects the role of the broker.
Brokers are reportedly asking AI powered chatbots more complex questions.
Dr Pantic has previously been a research director at Samsung AI Research Centre and Meta London.
86% of advisers expect to increase their client base over the next 12 months.
The sandbox is open to any financial services firm looking to innovate and experiment with AI.
Just 41% of customers communicating through a chatbot found the interaction helpful.
Understanding AI will become ‘crucial’ for advisers, tech experts speaking at this week’s Mortgage Adviser Event said – but encouraged brokers to see it as a...
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