Insights

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.

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.

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.

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.

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.

Many financial services firms struggle to align data with business ambition. This article sets out how to build an effective data strategy, from strategic alignment to proportionate governance.