Author: Ian McKenna

AdviceTech Forum November – AI & Suitability Reports

Posted by Ian McKenna | Dec 10, 2025 | AdviceTech Forum |

AI & Suitability Reports – Forum Recap: How advisers can use generative tools to automate compliance-ready suitability reports, improve data security and personalise client engagement.

Adviser Tech & AI – Everyone You Need to Know

Posted by Ian McKenna | Dec 4, 2025 | Advice Tech Hub |

This service is free for advisers and those working in adviser firms. This guide is designed to...

Advice Tech Forum October- What should AI be delivering now to adviser firms

Posted by Ian McKenna | Oct 28, 2025 | AdviceTech Forum, Events |

Advice Tech Forum October- What should AI be delivering now to adviser firms In our latest Forum...

Exploring Authenticity, Accuracy and Bias in Emotion Recognition Systems

Posted by Ian McKenna | Oct 16, 2025 | Smart Systems |

Responsible use of emotion recognition AI: key risks, accuracy, bias, and UK compliance essentials.

Using Technology Today to Recognise Emotion in Advice – Next Steps

Posted by Ian McKenna | Oct 15, 2025 | AI Tools & Services |

Discover how financial advisers can use everyday tech like Teams, Zoom, and Otter to recognize emotion in client meetings, improve follow-ups, and meet Consumer Duty requirements.