Helping customers remove the guesswork from their finances : AI that supports actionable plans
Suggesting next best actions to customers to achieve their goals
Annuities – How Envizage can demonstrate their ability to achieve good client outcomes
The Appeal (or not) of Guaranteed Income
A joined up approach to Targeted Support
Once-in-a-generation advice changes to help millions navigate their financial lives
The problem of hybrid advice – and how to solve it
Ask a hundred advisors to define the term “hybrid advice” and it’s more than likely you’ll get a hundred different answers.
What are the first principles of good financial advice?
Now we know what good financial advice is not, we can start to pin down what it actually is.
We must stop confusing advice with compliance
The “Advice gap” has been much talked about since the Retail Distribution…
The power of a financial plan
With a week to go to the budget and a range of potential tax increase options being discussed, it is natural that many of us will be anxious about what this budget may mean to our financial future. At times like this, a financial plan can be invaluable in helping consumers visualise the impact of their choices and make informed decisions.
APIs rule the Galactic Federation
In a galaxy not so far away…progressive banking and insurance firms are…