With the rise of Artificial Intelligence (AI) as a marketing and sales engine for various industries and it’s potential to replace human labour, we are now entering an uncertain time for business and its people development.
Model Office - MO product update #8 Algorithm v Intuition
[fa icon="calendar'] Dec 7, 2016 4:02:16 PM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management, FCA, algorithm, intuition
Model Office - MO product update #7 MO and the gamification of compliance
[fa icon="calendar'] Dec 2, 2016 1:40:32 PM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management, FCA
Model Office - MO product update #6 MO Selected for Finovate
[fa icon="calendar'] Nov 29, 2016 3:38:55 PM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management, FCA
We had great news this month, MO has been selected to demonstrate it’s FinTech and RegTech features and benefits at the world's largest FinTech Expo Finovate in London February 7th – 8th 2017.
Model Office and the case for constructive compliance
[fa icon="calendar'] Nov 22, 2016 11:17:12 AM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, Soft compliance, practice management, FCA
With the rise of financial digital services the challenge for financial institutions is to meet all regulatory directives around Treating Customer’s Fairly (TCF) Know Your Customer (KYC) and the ‘double lock’ advice suitability (RDR) with appropriate products (MiFID II).
Model Office - MO product update #3
[fa icon="calendar'] Nov 8, 2016 9:01:21 AM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management, FCA
Introducing MO's dynamic behavioural steers
Model Office - MO product update #2
[fa icon="calendar'] Nov 2, 2016 2:44:54 PM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management, FCA
MO is a first of its kind FinTech and RegTech research and due diligence diagnostic platform that helps you assess how your firm is performing against your peers, the FCA suitability rules, relevant final guidance and discussion papers, FAMR and TCF objectives, also incorporating MiFID and BREXIT risks.
Meet Model Office - MO
[fa icon="calendar'] Oct 10, 2016 11:20:43 AM / by Chris Davies posted in Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management
MO is a first of its kind FinTech and RegTech research and due diligence diagnostic platform that allows you and your firm to understand how it is peforming against the FCA suitability rules, their final guidence papers, FAMR, MiFID and TCF objectives, BREXIT risks and provides a benchmark against firms best practice performance in your industry.
MO is designed to scan and benchmark a firms professional practice and encourage them to think more holistically and strategically across 5 keys we have found are crucial to building a compliant, client-centric and sustainable professional practice.