Tech review: How Sesame Bankhall keeps up to date with T&C

clock

This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.

Sesame re-engineered its T&C processes in 2010 and recognised it needed technology to ensure these processes were effective. The new T&C processes were complex and involved multiple handoffs between different teams and experts within the network. Without technology to drive this there was a real danger that mistakes in passing work between teams would be made and instead of improving the compliance function, the new processes could have made life more complicated and risky. Sesame recognised that its processes were different from many in the industry – the new practices were part of its ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

2025 tech roundup and 2026 outlook

Anthony Rafferty
clock 15 January 2026 • 4 min read
Nerve-soothing investments for the AI bubble age

Nerve-soothing investments for the AI bubble age

'This is the sort of frequently overlooked investment that can bring stability to portfolios'

Gabriel Sacks
clock 09 January 2026 • 4 min read
How AI will shape the future of advice

How AI will shape the future of advice

'Advice will always be human'

Amal Jolly
clock 08 January 2026 • 4 min read