About The Author
Jessie is a student studying for her Banking and Financial planning BSc degree at the University of Northampton. She is currently an FTRC intern working on social media as well as forums. Originally from Devon, in her spare time she enjoys surfing and spending time at the beach.
Supporting Clients with Risk Profiling: Highlights from the January AdviceTech Forum Part 1
3rd March 2021
Consumer Duty Alliance Technology Forum
23rd May 2023
Capacity – How Artificial Intelligence is changing client communication
6th December 2019