General

Whitepaper smarter financial advice

Free whitepaper with all the information you need about the smarter financial advice cycle: what it is, the fundamental architecture and more.

To be or not to be…an mvp

The Dynamic Case Management process in practice

Which building blocks do you need when you want to create a workflow to support your dynamic case management?

A brief outline of Dynamic case management

What exactly is Dynamic case management and how does it differ from traditional process management?

Nudging and guided advice: How people behave

In the first two parts of this trilogy, we explained what nudging is and why it is so relevant to financial advice. We also explained the