Adeptli

We’re thrilled to announce our collaboration with intellectAI, bringing together our expertise and their innovative technology to transform how financial services and wealth management firms adopt AI. This partnership is a major leap forward in tackling the growing demand for AI-driven solutions. Together, we’re addressing critical industry needs - boosting operational efficiency, improving decision-making, and delivering exceptional client experiences, all while meeting the UK’s strict regulatory requirements. At Adeptli, we’ve always focused on helping firms navigate the complexities of compliance and strategy. intellectAI, with their Gen AI platform Purple Fabric, takes things to the next level. With advanced tools like machine learning and data analytics, it’s designed to modernise operations and help firms stay competitive in an evolving market. As our Co-founder Jamie Ponting shared: “This partnership couldn’t come at a better time. Many firms are struggling to find the right AI solutions, and now we can help them adopt technology that drives growth and delivers real value to their clients.” intellectAI’s CEO, Banesh Prabhu, agrees: “Combining our technological innovation with Adeptli’s strategic expertise sets a new standard for AI-enabled transformation in the UK.” This is about more than adopting AI - it’s about embedding smarter, more effective processes that truly move the needle. We’re excited to help firms embrace this change and thrive in a competitive landscape. The future of AI in finance is here, ready to join us? Book an introductory meeting here: https://bit.ly/4cRQAQF #FinancialServices #AIInnovation #WealthManagement

Let us know where you stand - AI is transforming financial services, and we’d love to hear your thoughts!

The FCA had made it clear:   Financial advice businesses must adapt to meet evolving Consumer Duty expectations.   From prioritising client outcomes to maintaining product value and robust oversight, these standards are key to staying compliant and competitive.   For many firms, this represents a pivotal moment to reassess whether the current measures are sufficient to really ensure fair value and deliver good client outcomes.   Swipe through to see the main areas to focus on.   If your firm needs guidance, book a free introductory call with me here 👉 https://bit.ly/3V5aFMS   #financialplanning #wealthmanagement #financialadvisers

Did you know nearly half of firms - 46%, to be exact - only partially understand their AI solutions?   That’s according to a recent report from the Bank of England and FCA, and we believe it’s something worth reflecting on.   AI has the power to boost efficiency, simplify processes, and even improve client outcomes. But when you’re not entirely sure how it works, it can also create challenges - from compliance risks to missed opportunities and operational barriers.   We recently worked with a firm in a similar situation. They had AI tools in place but weren’t sure they were getting the most out of them, especially when it came to staying compliant.   So, we sat down with them, broke everything down step by step, and helped them better understand and optimise their technology.   The result? A system that’s not only easier to use but also more impactful for their business.   It’s a challenge many firms face. AI evolves so quickly that it’s hard to stay on top of it all. But with the right guidance, what feels overwhelming can become a powerful tool to drive your business forward with confidence.   If you’re feeling like part of that 46% who aren’t fully clear on your AI, let’s talk.   We can help turn confusion into clarity and make sure you’re getting the most out of what AI has to offer. 📞 Book in for an introductory meeting by clicking on the link in the comments below.   #AI #FinancialServices #Collaboration

As AI continues to reshape how financial services are delivered, many firms are adopting solutions without fully understanding the impacts.   From data handling to compliance and transparency, there are critical questions to consider before jumping into using AI.   Watch the video to learn what firms should be asking and how Adeptli can support in navigating AI’s complexities.   Full article on our website. ✉️ hello@adeptli.co.uk 👋 Tap here to book a slot with Jamie👉 https://bit.ly/49WQXYi #FinancialAdvice #AI #WealthManagement

The 2024 Budget marks a turning point in retirement planning, bringing changes that could impact individuals accumulation and decumulation strategies.   With IHT changes, NIC rises, and maintained tax free cash levels, it’s essential to stay informed to help clients navigate these shifts.   Swipe through to see the key updates, and reach out to Adeptli for advice on how we can help your business adapt to these changes. Full article on our website.   Book a free call with us for today.   ✉️ hello@adeptli.co.uk   👋 Tap here to book a slot with Jamie👉 https://bit.ly/49WQXYi   #FinancialAdvice #Budget2024 #RetirementPlanning

"In Flanders fields the poppies blow Between the crosses, row on row..." 🌺 Today, we remember the brave souls who gave their all so we could live in peace. It’s a moment to honour not only those who served but the resilience, unity, and strength they inspired in us all. As we wear our poppies, let's reflect on their sacrifices and the freedom they secured. Lest we forget. #LestWeForget #RemembranceDay

With the recent budget changes, advisers and clients alike will face new challenges - higher Capital Gains Tax rates, a continued freeze on income tax thresholds, and adjustments in property taxation.    These changes mean that reviewing investment strategies with a focus on tax efficiency has never been more important. We explore the specific impacts and how financial advisers can help clients navigate the changes. Full blog on our website. Need support navigating these changes? Book a free call with us for tailored guidance. ✉️ hello@adeptli.co.uk  👋 Tap here to book a slot with Dave 👉  https://bit.ly/3V5aFMS #FinancialAdvice #Budget2024 #InvestmentPlanning #wealthmanagement

The Budget has introduced substantial changes to inheritance tax, presenting new challenges and opportunities for estate planning. From pensions to property relief adjustments and the eradication of non-dom status, these updates demand a proactive approach. Swipe through to see what’s changing and discover the steps financial advisers can take now to protect client wealth. Need support navigating these updates? Book a free call with us for tailored guidance. ✉️ hello@adeptli.co.uk  👋 Tap here to book a slot with Julia 👉 https://bit.ly/42XIrpB #IHTplanning #Budget2024 #financialadvice #financialplanning #wealthmanagement

In one of the most anticipated budgets in recent history, Rachel Reeves’ 76 minute announcement did not disappoint.   No doubt everyone in financial services will currently be considering the implications on their clients, their proposition and their processes.   We’ll analyse the changes further, and what they’ll mean for financial planning opportunities in particular in the coming days. For now, we’re thankful for the 1.7% duty cut on pints as we need a few to digest the 168 page Budget Report. #TheBudget #RachelReeves #UKBudget2024 #LabourBudget