Related topic: Technology

Adam Newman, head of sales at Twenty7tec, says brokers don’t need crystal balls - they need real-time data and tools that cut through the chaos. 

The tool enhances advisers' ability to identify and support vulnerable customers.

The partnership makes it quicker and easier for advisers to carry out lifetime cashflow modelling using real-time client data.

The website upgrade is the latest in a series of improvements designed to support brokers and streamline the lending process.

Russ will be responsible for the delivery of the Society's banking and mortgage transformation strategies.

PEXA is launching its sale and purchase solution in the Autumn which will enable it to serve over 70% of property transaction types in England and Wales. 

Only 19% of UK adults across the UK use financial advice to manage all or some of their investments.

Gareth brings a wealth of experience in banking and technology.

The AI-powered chatbot aims to handle everyday queries so that calls and emails can be reserved for more complex cases.

Firms report a year-on-year rise of 116% in clients on-boarded, with technology saving over a month of work annually.