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.

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.

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 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.

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.

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.

The first article in The Big Shift series sets out five forces reshaping advice and wealth management, and what firms and their leaders can do to respond.

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.