To ‘strengthen capabilities’ for insurance and investments clients
Big tech understands user requirements and customer service
Generative AI to be ‘transformative' in adviser productivity
Clients ‘react very emotionally’ when categorised
Targeted support is not perfect but 'may be good enough'
PIMFA calls on advice firms to access Consumer Duty resources
Senior Managers Regime
Empathy created through culture
Tim Berners-Lee’s ‘Solid’ project