News and updates

/News and updates/

How robo-advice can help the millennial generation

2018-10-10T08:29:42+00:00 Smart Platform blog|

Getting millennials to engage with their finances is no mean feat – but as artificial intelligence (AI) becomes more prominent in our digital lives, one way that financial firms might be able to do so is with robo /automated advice. There are many reasons why 18-34 year-olds belonging to the avocado-on-toast loving generation are not [...]

Why machine learning is healthy for your clients and PI

2018-10-04T10:08:03+00:00 Smart Platform blog|

At a time when risk is becoming the dominating concern, writes Simon Binney, artificial intelligence and machine learning are capable of providing the DB advice arena with a much-needed lifeline Pension freedom brings both the good and the bad. As the demand for advice increases, for example, so grows the risk advice firms have to [...]

Artificial empathy, is tech the solution?

2018-09-24T08:20:38+00:00 Smart Platform blog|

This article is written by Charles Orton-Jones, Former Professional Publishers Association Business Journalist of the Year, editor-at-large of and editor of EuroBusiness magazine. How do you convince shy and embarrassed consumers to seek the advice they need? It's a titanic challenge for the financial advice industry – and one it is currently failing. Right now, the Great British public [...]

A crackdown on robo? Good news for all

2018-07-06T07:30:52+00:00 Smart Platform blog|

David Prosser is a freelance journalist who writes about personal finance, technology and innovation. The headlines could hardly have been more damaging. The Financial Conduct Authority’s announcement of the results of its review into the robo advice market in May prompted widespread anger. The normally sober Financial Times described the FCA’s critique of the burgeoning [...]

Should SMEs employ a chief technology officer?

2018-06-22T07:26:35+00:00 Smart Platform in the media|

Our Chief Technology Officer Peet Denny was interviewed for The Telegraph in an article about the value of CTOs within SMEs. 'For an organisation doing any kind of product development, it's crucial to have someone that's bilingual in technology and business.'

AI will boost job numbers, but only with training

2018-06-18T14:52:15+00:00 Smart Platform blog|

18th June 2018 Jon Card is a freelance journalist specialising in small business, enterprise and technology, writing for The Guardian, The Telegraph and The Times on a regular basis. Despite apocalyptic predictions, most in the financial sector believe AI will be good for jobs. But staff will need new skills in order to take advantage. [...]

Smart Platform wins UK Pensions award

2018-07-06T09:36:49+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 [...]