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Older gentleman trying to use document portal on phone
5 Min

The Customer Didn’t Ask For A Document Portal

Customers did not ask for another login. They asked for the document. Portals suit ongoing servicing. They are the wrong...

Paul Broadhead of the Building Societies Association
8 Min

Mortgage Communication: Building Borrower Certainty

Paul Broadhead of the BSA explains how lenders can use digital communication to give mortgage borrowers clarity, reassurance,...

Simon Pimfa
7 Min

Simplified Advice: What Firms Need to Make It Work

Simon Harrington of PIMFA explains what firms need to make simplified financial advice clear,...

9 Min

What Open Finance Needs to Earn Customer Trust

Open finance could connect people's financial lives. Larry Banda explains the identity, consent,...

James Daley of Fairer Finance
8 Min

How Financial Firms Can Prove Customer Understanding

James Daley of Fairer Finance explains how firms can test communications, connect understanding...

Meeting about consumer understanding in FCA guidance
13 Min

What The FCA Consumer Understanding Review Means For Secure Digital Communications

What the FCA’s Consumer Understanding review means for secure email, digital...

Chris Curry Money and Pensions Service
8 Min

Chris Curry on Pensions Dashboards, Data, and Trust

Chris Curry explains why pensions dashboards depend on accurate data, verified...

Jinesh Vohra Founder, Sprive
7 Min

Why Mortgage Freedom Is About More Than Money

Mortgage freedom is about more than saving interest. This podcast article...