Tag: Technology in Finance

Hybrid Advice – September Forum Recap

Posted by Jessie Leworthy | Oct 1, 2024 | AdviceTech Forum, Events |

Hybrid Advice – September Forum Recap This month we discussed, ‘Hybrid Advice’....

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Embedding Technology to automate Consumer Duty – July Forum Recap

Posted by Jessie Leworthy | Jul 25, 2024 | AdviceTech Forum, Events |

Embedding Technology to automate Consumer Duty – July Forum Recap This month we discussed,...

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