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.

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.

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.

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.