Related topic: Technology

AI use is moving beyond meeting notes, with 42% using or implementing it for report personalisation and 40% for suitability assessment and reporting.

Cotality holds a database of over 150 million property records and monitors around 30.9 million properties daily for events that affect value and risk. 

Elev8 brings together case management, workflow support, client communication, performance tracking, training and business development tools within a single platform.

Mark most recently served as head of savings and mortgages at Barclays UK, following almost seven years as CEO of Kensington Mortgages.

L&G has introduced whole-of-market adviser access to its Ignite platform.

We spoke to Scott Thorpe, CEO at TMG Mortgage Network, about his advice to brokers choosing a CRM system, what single piece of technology he wishes lenders would prioritise over the...

Dave Harris, chief executive of more2life, argues that, given the later life lending market already faces a significant awareness problem, the danger is that AI doesn’t solve...

77% of advisers are only generally aware, or not aware at all, of technology that can automatically evidence Consumer Duty compliance.

The JammJar partnership will add AI-led case insight to the platform.

Steppl enables advice firms to create configurable client journeys that improve the client experience and reduce administration.