ioning to be data-led, or they risk becoming irrelevant. Those who fail to integrate data into their operations will fall behind as the industry evolves. It’s not just about compliance or efficiency anymore – it’s about survival."

In this insightful episode, I sit down with Poppy Achilles to discuss three critical pillars for the future of UK financial planning:

Data – Why it’s the foundation of any business and the importance of data quality in driving client experience, operations, and decision-making.
Client Experience – The growing demand for digital-first, seamless interactions, especially as wealth transfers to a new generation of tech-savvy clients.
AI – How AI can transform the industry, but only when supported by clean, structured data.

If you're a business leader thinking about how to stay ahead in the financial services industry, this episode is a must-listen!

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🚨 Alert: "Businesses must start transitioning to be data-led, or they risk becoming irrelevant. Those who fail to integrate data into their operations will fall behind as the industry evolves. It’s not just about compliance or efficiency anymore – it’s about survival."

In this insightful episode, I sit down with Poppy Achilles to discuss three critical pillars for the future of UK financial planning:

Data – Why it’s the foundation of any business and the importance of data quality in driving client experience, operations, and decision-making.
Client Experience – The growing demand for digital-first, seamless interactions, especially as wealth transfers to a new generation of tech-savvy cli