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Figlo case study video

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.    

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5 Best practices for Guided Advice

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?

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

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

When it comes to financial advice, nudging is a very valuable tool. Using it correctly can lead to better advice of more consistent quality