Related topic: AI

The AI assistant aims to enhance productivity, personalise advice, and streamline client interactions.

The project will help the FCA better understand how AI could shape UK financial markets and inform its future approach to the technology.

Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.

The new AI Readiness Scorecard tool will help firms understand how effectively they are using technology.

55% of advisers say they are very or somewhat likely to change their AI tools in the next 12 months. 

Pivotal will adopt the AI-powered technology to implement audit-ready client file reviews.

Ifthikar Mohamed, co-founder of MortgagX and Wis Mortgages, explores how AI is transforming the work of UK mortgage brokers, reducing admin time, improving compliance, and helping...

The assistant will help customers manage spending, savings, and investments, with plans to expand functionality to mortgages.

The survey reveals how brokers feel about the technology and its potential to transform the mortgage and financial advice markets.

The tool aims to help advisers make more informed AI buying decisions.