A client will rarely judge a firm on how efficient their internal processes are. Instead, they will judge them on whether they feel understood, supported and looked after over time. For advisers, this is where I believe the bigger AI opportunity may sit.

50% of advisers have stopped serving some clients as a result of Consumer Duty, while 38% said it has made serving clients with lower investable assets harder, and 25% said it has made it much harder.

Data fragmentation usually develops over time as different technologies are implemented to address different requirements. The problem is that the data, communication, and servicing activity connected to one client journey often end up spread across them.

A firm migrates to a different back office system, launches a new platform, or invests in a new client app because the business case makes sense. But does it become part of how advisers and support teams actually work, and will they use it?

When firms struggle to stay in control, it’s rarely because they lack data. More often, the problem is that information is spread across too many systems to see clearly, quickly, or in the right context.

Business growth rarely fits neatly into how a firm already works. More often, it brings additional systems, added processes, and different ways of working across the same business that don’t always line up.

Client numbers are not always the hardest part of your firm’s growth. The real challenge is delivering consistent, efficient service as the business scales, especially when work still relies on manual processes and disconnected systems.

We are pleased to announce a major enhancement to our integration with Transact that brings straight through account opening to firms using Moneyinfo.

The Autumn Budget always creates a moment of uncertainty for clients, even when they already know the possible outcomes. What matters most is how advisers respond in the hours and days that follow. With the right digital tools, you can steady the noise, deliver clarity and turn a busy news moment into a meaningful way to support your clients.

Moneyinfo has launched a landmark collaboration with Iress that delivers the deepest integration between Xplan and a client app in the UK advice market. Launched in October 2025, this enhanced partnership connects client engagement with adviser workflows in a single, seamless digital journey.

James Hambro & Partners LLP has launched a fully branded, integrated digital experience across its financial planning and investment management services, delivered in partnership with Moneyinfo.

Technology has quietly transformed the way advisers and clients work together. What once required a physical meeting, a stack of paperwork and an afternoon out of the office can now be achieved in minutes.