Daniel Meere considers the leads the financial adviser community can take from the banking sector's experience of the first 12 months of 'open banking' to help them along their own digital journey
Open banking took effect in January 2018 to shake up the way in which customers - both individuals and small and medium-sized enterprises (SMEs) - interact with their banks. It set out to pave the way...
At PortfolioMetrix since April
'Humanises our offerings'
After facing adviser backlash
On 24 & 26 September