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

PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

Jen Frost
clock 30 April 2025 • 2 min read