Insights

Many firms are struggling to demonstrate value from their AI technology investments. Agentic AI can take on much of the administration around advice, but the value is only likely to come with the right foundations and a shift in the operating model. Using a working prototype of a SIPP new business flow, we look at how firms can measure the return.

Colleagues at a global consumer goods business had begun using AI tools in their day-to-day work before clear guidance was in place. Alirity worked with the business to develop a six-module AI literacy programme in five languages, giving every colleague a shared understanding of AI and how to use it responsibly.

Interviews with 65 stakeholders revealed how inconsistently data was being used across a global consumer goods business, from competing KPI definitions to a heavy reliance on a few “data wizards”. Building on the foundational tier, Alirity developed experienced and function-specific learning that connects data skills to the decisions each department makes.

In 2023, one code used for two different places cancelled more than 2,000 flights. Charlie looks at what that means for AI adoption in wealth management, where firms keep their own rules today, and how to write them down before an assistant starts answering for you.

Open banking made bank data available to any authorised firm, and the ones that benefited were those arranged to use it. In week 4 of Beyond the Hype, Charlie looks at how AI has done the same for wealth managers and providers, and why the harder part is now the operating model around it.

Goal-line technology left the rule as it was and changed what counts as proof. In week 3 of Beyond the Hype, Charlie looks at how Consumer Duty, targeted support and open finance have done the same for wealth managers and providers, and why the answer now has to come from data.

NASA lost the Mars Climate Orbiter in 1999 because two systems read the same figures in different units. Charlie Symonds on what that means for wealth managers and providers joining up their customer data, and why one system has to be the agreed source for each piece of it.

The Big Shift returns for a second season, with two sessions for the advice and wealth sector on Single Customer View and Agentic AI. This article sets out the thinking behind each session and why both come back to the operating model.

In 1931 Harry Beck redrew the Tube map without laying a yard of track. Charlie Symonds on why wealth management is still drawing company maps, and what it takes to join them up.

Alirity designed the Agile for Leaders programme for 2,000 senior leaders at a multinational pharmaceutical company, building the mindset and shared language leaders needed to enable agile ways of working across a global transformation.

The UK energy sector must decarbonise, digitise and deliver value at once. We look at where AI is already making a difference, what is holding the sector back, and five priorities for becoming a smarter provider.

We stabilised a growing service team through a leadership transition and rebuilt it around clear processes and trusted data, lifting productivity by 45%.

We built the market evidence and prioritised the growth initiatives to help a concentrated business diversify, identifying more than $500M in revenue potential.

With 95% of revenue tied to state contracts, we built a strategic growth plan to reduce that dependence and open a clear route into new markets.

The Big Shift finale looked at how advice firms are reassessing their adviser tech stack, from treating data as a shared asset to choosing technology that fits their stage of maturity.

We helped Elexon replace legacy systems with a cloud-based platform built for Market-wide Half Hourly Settlement, capable of handling ten times the data volume in real time.

Facing the loss of seven years of compliance-critical data in a corporate carve-out, we built a secure SQL and Power BI solution to preserve over 5 million line items and keep them accessible.

As AI moves into everyday operations across financial services, due diligence needs to adapt. Insights from The Big Shift on what effective AI due diligence looks like when evaluating vendors and platforms.

A recap of The Big Shift webinar series so far, covering data, the wealth transfer, skills of the future and the advice gap, and how the four connect.

How AI in wealth management can help close the advice gap, and the data, leadership and governance firms need in place to scale advice with confidence.