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 [...]
On Thursday 10th May, we held an exclusive event at Warwick Business School at The Shard. The aim was to bring together the most knowledgeable people into one room and predict how a future advice industry using AI might look. Andrew Firth, CEO of Wealth Wizards kicked off the day, looking at the [...]
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 [...]
In a bid to make some processes more efficient, Mercer are launching a 'robo-paraplanner' with the help of Wealth Wizards to help customers with defined benefit transfers. Read the full article in New Model Adviser here, you might have to sign up to view the article.
Our announcement has been featured in Fintech Finance, now Mercer will be able to provide digital financial advice to their customers.
The new strategic collaboration with Mercer to provide their customers with digital financial advice has been featured in Corporate Adviser.
Our collaboration with Mercer which enables them to provide digital financial advice to their customers has been featured in the FT Adviser.
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 [...]
Hope William-Smith investigates what impact AI will have on financial advice in this article in Money Marketing where our CTO Peet Denny talks of the benefits that AI can bring.
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 [...]