Cappitech from S&P Global Market Intelligence’s Post

I had an interesting day at the Artificial Intelligence in Financial Advice conference Key takeaways: 50% of advice firm owners are looking to sell in the next 2 years - is yours cashing in your chips? In my opinion the vertically integrated, homogenous propositions that are increasingly prevalent in the marketplace will be at the greatest risk of disruption once the current PE backed bonanza settles Firms like ours will become more and more successful because of our tech stack (not despite of it) Financial planning in general should be massively improved by technology The way advice will be delivered will change profoundly over the coming years Efficiency will be improved to allow time with clients to be increased (how outcomes are improved) Don’t let the tech drive the proposition - use the development to solve existing points of pain first Understand what you are using and tread carefully - security of our clients’ data is paramount Archaic systems will be left in the shadows and perhaps it’s the biggest firms with the largest incentives to retain the status quo that will move slowest / be disrupted Human advisers will become behavioural counsellors / chaperones and their emotional intelligence will underpin their value more and more High value clients’ needs are less easy to service with plug and play solutions - but their experience can be hugely improved #primewealth #primeaccountants #digitaltransformation #AIFA #integrityandtrust #independentadvice

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Kroll has the latest insights from the Loan Market Association (LMA)’s 2024 annual conference, where industry experts such as Kroll’s Chief Innovation Officer, Business Services, Eusebio Echevarria, discussed the transformative potential of technology in lending and the hurdles we must overcome. This panel tackled critical challenges such as adoption, standardization and the bespoke nature of loan documentation. Read the full article here: http://ms.spr.ly/6048WapQK #LendingTechnology #LoanMarketAssociation #LoanAdministration

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I was absolutely stunned by the sheer number of individuals that banks typically allocate to handling fraud and disputes. I had an inkling it was a significant issue, but the actual figures were truly eye-opening. The amount of human resources that banks dedicate to tasks that could easily be automated is truly perplexing. It would be much more beneficial for these resources to be utilized in areas that contribute to the growth of the business. Get in touch with us and let's discuss how Quavo can enhance your fraud and disputes processing efficiency by 6-7 times, allowing you to properly allocate resources for future growth. #quavoinc #quavo #fraudanddisputes #bankautomation

Kroll has the latest insights from the Loan Market Association (LMA)’s 2024 annual conference, where industry experts such as Kroll’s Chief Innovation Officer, Business Services, Eusebio Echevarria, discussed the transformative potential of technology in lending and the hurdles we must overcome. This panel tackled critical challenges such as adoption, standardization and the bespoke nature of loan documentation. Read the full article here: http://ms.spr.ly/6048Waw4Q #LendingTechnology #LoanMarketAssociation #LoanAdministration

Kroll has the latest insights from the Loan Market Association (LMA)’s 2024 annual conference, where industry experts such as Kroll’s Chief Innovation Officer, Business Services, Eusebio Echevarria, discussed the transformative potential of technology in lending and the hurdles we must overcome. This panel tackled critical challenges such as adoption, standardization and the bespoke nature of loan documentation. Read the full article here: http://ms.spr.ly/6044WxUIw #LendingTechnology #LoanMarketAssociation #LoanAdministration

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