by Mark Dodds | May 28, 2024 | Financial Services, IT Provider, IT Support, Professional Services, Strategy
Unless you’re FCA-approved, you can’t practice as a financial planner, so getting that FCA stamp of approval is vital. However, alongside the paperwork and regulations you need to be thinking about, there’s another important aspect to consider:...
by Mark Dodds | Apr 23, 2024 | Financial Services
Outsourcing; it’s pretty flipping useful! It can help you to streamline your day-to-day operations, cut costs, and tap into specialised expertise without having to bring in an additional employee. However, for financial firms, particularly those regulated by the...
by Mark Dodds | Mar 8, 2024 | Financial Services
Are you ready to boost your productivity and streamline your workflow? If you’re nodding yes to this question, then Microsoft Co-Pilot could be exactly what you need. In this blog, we’ll be putting Microsoft Co-Pilot under the microscope and talking about how it can...
by Mark Dodds | Feb 26, 2024 | Financial Services, Uncategorised
If we’re talking buzzwords in the realm of financial planning, chances are trust and confidentiality are the top two on your list. These words tend to be what can make or break a financial planning business, so it’s understandable that embracing new tech isn’t a...
by Mark Dodds | Jan 31, 2024 | Financial Services
Today, we’re going to take a look at a hot topic that’s been buzzing around the fintech world – the never-ending debate on legacy systems. New technology is coming out faster than ever, yet it’s still very common for financial services companies to use...
by Mark Dodds | Dec 21, 2023 | Financial Services
When it comes to financal services, staying compliant with regulations isn’t just a box to tick and then forget about – it’s the bedrock for trust, transparency, and security, benefiting both clients and the industry at large. In the UK, the...
