News
Figlo case study video
Dec 17, 2021 | Client announcement, Financial services, General
When comparing business rule engines, there is nothing like hearing client experiences firsthand. Our client Figlo shared their thoughts in this short video. If you want to know more, check out our case study page, where you can download the full story.
Read the full story5 Best practices for Guided Advice
Jan 20, 2023 | Financial services
How to amplify the success of automating an advice framework When you get started with Guided Advice, it is, of course, essential to get the
What is Guided Advice?
Jan 15, 2023 | Financial services
How meeting in the middle brings you the best of both worlds. Good advice is hard to come by. And hard to give. Still, in the financial
How to build a hyper-agile advice framework in 4 steps
Dec 27, 2022 | Financial services
Rules and regulations on advice change almost daily due to new legislation and case law. So to ensure high-quality advice that serves the
10 ways to nudge your client towards better financial decisions
Dec 06, 2022 | Financial services
When it comes to financial advice, nudging is a very valuable tool. Using it correctly can lead to better advice of more consistent quality