Related topic: Technology

Only 31% of execs are confident they have the right skills and strategies in place.

The insights can help lenders design propositions that more accurately reflect real market needs. 

The new approach can be used for residential remortgage, unencumbered and second charge loans.

The AI assistant aims to enhance productivity, personalise advice, and streamline client interactions.

The research also shows that 67% of consumers are happy with an online-only advice service.

The project will help the FCA better understand how AI could shape UK financial markets and inform its future approach to the technology.

A dedicated intermediary section has been introduced as part of the refresh.

Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.

Those looking for lower-cost leads can now buy the firm’s older leads at a more budget-friendly cost.

Dale Jannels, CEO of One Mortgage System, says technology is not replacing the adviser, it’s here to strengthen the structure behind each case and support a more controlled,...