Iress blog

Financial Advice

5 processes financial advice businesses should be automating

Automation is the key to delivering affordable, yet profitable financial advice. But where should you start?

Iress  |  6 min read
05 January 2021

Iress Foundation

Making a difference in tough times

It's been a hard year for many people, so it feels even more important as we look at what has been achieved by our team in 2020 for the Iress Foundation.

Iress  |  8 min read
16 December 2020

Iress Foundation

Onwards and upwards

Introducing Lisa Ngwenya, an Iress-sponsored Computer Sciences student at the Pearson Institute of Higher Education in Johannesburg.

Kate Atkinson  |  3 min read
11 December 2020

Mortgages

Adapt and thrive: UK Mortgage Efficiency Survey panel discussion

How are regional building societies using technology to stay strong in 2020 and get ahead in 2021? Following our 2020 UK Mortgage Efficiency Survey, we invited a panel of lenders to share their views.

Kate Atkinson  |  2 min read
14 December 2020

Trading and market data

Risk - constantly shifting sands

The world has changed, says Russell Thornton, and the way we look at risk needs to change too.

Russell Thornton  |  3 min read
10 December 2020

Industry Voice

Time to evaluate our health and wellbeing?

A shift in attitude towards health and wellbeing? Paul Brencher, from Aviva, explains findings from their recent survey.

Aviva  |  3 min read
10 December 2020

Industry Voice

The importance of great service, whatever the climate

There’s perhaps no better time for the wider industry to consider whether it’s best serving lifetime mortgage customers post-completion, says Pure Retirement.

Pure Retirement  |  3 min read
02 December 2020

Private Wealth

Digital transformation in investment management: Adapt or adopt?

Digital transformation - two words that, depending on your nature, may terrify or delight you.

George Still  |  5 min read
02 December 2020