News and updates

/News and updates/

Smart Platform wins UK Pensions award

2018-05-24T13:30:17+00:00 Smart Platform news|

On 23rd May, we won the 'Technology Innovation of the Year' at the UK Pensions awards hosted by Professional Pensions. It is recognition for our robo paraplanner and its ability to 'power up' advisers and help them to process more regulated advice cases in less time. The robo paraplanner is currently being used with great [...]

AI isn’t “disruptive” any more. It’s the new normal.

2018-05-15T08:33:18+00:00 Smart Platform blog|

15th May 2018 Charles Orton-Jones is a former PPA Business Journalist of the Year, specialising in AI and FinTech. He began his career as editor of EuroBusiness magazine, and now writes on the rise of artificial superintelligence and use of algorithms in business.  The British Heart Foundation recently wanted to capture the attention of Millennial [...]

Mercer UK collaborates with Wealth Wizards on Digital Pensions Advice

2018-05-15T08:24:55+00:00 Smart Platform news|

10th May 2018 Mercer UK and Wealth Wizards today announced a strategic collaboration to provide Mercers UK’s customers with digital financial advice through their Chartered financial planning team- Mercer Jelf Financial Planning. The partnership initially launches with an automated Defined Benefit (DB) transfer robo-paraplanner, designed and developed by Wealth Wizards, ensuring that Mercer Jelf Financial [...]

How can Fintech companies win customers? Here’s what the data says

2018-05-15T08:25:17+00:00 Smart Platform blog|

11th April 2018 Charles Orton-Jones is a former PPA Business Journalist of the Year, specialising in AI and FinTech. He began his career as editor of EuroBusiness magazine, and now writes on the rise of artificial superintelligence and use of algorithms in business. How can Fintech companies win customers? I spend a lot of time [...]