Related topic: AI

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

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...

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

63% report that clients are independently using AI tools in relation to their financial advice.

Once buyers discovered the property did not match the marketing images, 54% said they immediately ruled it out as a potential purchase.

Joe Aston, sales and commercial director at Aria Finance, says increasingly, the adviser’s role will be to interpret information, challenge misconceptions and apply professional...

Rosalia Lazzara-Tilley, CEO & founder of Manuka Media and SAAS founder of MyMoby.ai, shares her journey in brand building, the importance of managing social media, and her thoughts...

Financial Reporter sat down with Matthew Elliott, co-founder and chief commercial officer at Nivo, to discuss the launch of Nivo Collect, the company's new off-the-shelf AI assistant...

Richard Ardron, chief commercial officer at TFAS Enterprises, explores what advisers should be looking for when considering adopting AI and how they can demonstrate that their use of...

59% of people who acted on financial advice from social media say they regret doing so, while 51% say they cannot confidently recognise when advice is AI-generated.