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...
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.
iPipeline helps distributors, advisers, and financial institutions digitise and streamline business processes.
iamproperty's digital solutions support estate agents across the entire buying, selling and lettings process.
63% report that clients are independently using AI tools in relation to their financial advice.
The new partnership enables mortgage advisers to incorporate protection more seamlessly into the customer journey.
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...
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