Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
UK's FCA review finds evidence of growing competition in retail banking 207 CompliNEWS 23 Jan 2022
International Data Privacy Day Webinar on Friday 28 January 2022 207 CompliNEWS 23 Jan 2022
Absa employee arrested for alleged fraud 207 CompliNEWS 23 Jan 2022
Events: Free webinar announced by audit board (Irba) 207 CompliNEWS 23 Jan 2022
UK regulator's new consumer duty will be 'dominant regulatory theme' in 2022 207 CompliNEWS 23 Jan 2022
FSPs to only complete Conduct of Business Return (Omni-CBR) from 2023 207 CompliNEWS 23 Jan 2022
FSCA & PA – Draft Joint Standard for comment – Cybersecurity and Cyber Resilience 207 CompliNEWS 23 Jan 2022
Insurance Levies Bill lands in Parliament 207 CompliNEWS 23 Jan 2022
FSCA's Financial Inclusion Strategy 206 CompliNEWS 16 Jan 2022
37 cases lined up to be heard by the Financial Services Tribunal 206 CompliNEWS 16 Jan 2022
Back to top
Working Smart

By Lee Rossini

In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.