artificial intelligence (ai) and machine learning (ml)

The 6 Useful AI Tools for Independent Financial Advisers in the UK

As technology evolves, so does the toolkit of Independent Financial Advisers (IFAs) in the UK. The year 2024 sees a range of AI tools designed to streamline operations, enrich client interactions, and foster growth at minimal cost. Here’s a rundown of the top six AI tools transforming the IFA client and practice operations…

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Future-proofing Adviser technology for the digital generation

One of the most pressing questions the financial planning and advisory practice firms must answer is how they will change and improve their service offering according to different digital client demands and segments. They should offer clients the digital tools and portal capabilities to enjoy better engagement levels with their relationship manager.

There is a growing recognition that the next generation coming into wealth will have different needs and expectations around service provision. They will want a different high-touch service level combined with digital that is enabled over the channel of their choice and…

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