The ifatools.ai blog
Insights on AI for financial advisers
News, guides and practical thinking on AI in UK financial advice, from the team building ifatools.ai.
Articles
45 articles
Latest articles
Checking AI outputs in advice documents: a practical method
Why AI drafts go wrong, what the FCA and the Information Commission say about accuracy and accountability, and a seven-step method for checking AI outputs before any advice document reaches a client.
Easy access vs fixed term savings: the trade-offs for client cash
Easy access, notice or fixed term? A practical guide for advisers to the real trade-offs: access, rate certainty, early withdrawal terms and FSCS, plus how to evidence the choice for each client.
Talk share in client meetings: how to measure and improve it
Talk share in client meetings explained for advisers and supervisors: what it measures, how it should differ by meeting type, what pushes it the wrong way, and practical ways to give the client more of the room.
Annual review meeting agenda: a template and preparation checklist
A practical annual review meeting agenda for advisers: what to prepare beforehand, a sample running order with timings, the questions worth asking and what to record once the client has gone.
File review sampling: how it works, its limits and full coverage
How file review sampling works in an advice firm, what a sample can and cannot tell you, how to pick files by risk, and what changes in your monitoring when every file is checked.
AI across the client journey: how the six IFA Tools apps fit together
How AI fits across the client journey, from the first meeting to the annual review and the file check, and which of the six IFA Tools apps does each job, with our time estimates for each stage.
Cash savings platforms for advisers: a different job from advice
Deposit platforms such as Flagstone, Raisin, HL Active Savings and Insignis open and hold accounts. An evidenced savings recommendation explains why a product suits a client. How the two jobs differ and fit together.
Preparing for a file review: a practical plan for advice firms
How to prepare for a file review by the FCA, your network or a compliance consultant: check your own files first, fix what you find, and show a clear trail from findings to remediation and better outcomes.
AI data protection and UK GDPR: a guide for advice firms
What the ICO expects when an advice firm uses AI with client data: the DPIA, lawful basis, controller and processor roles, and how the FCA's reliance on existing rules fits alongside UK GDPR. A practical plan.Topics
Browse by topic.
1 articleNewsAnnouncements and news from the team building ifatools.ai.
10 articlesAI toolsHow AI tools work for financial advisers, what they can safely do, and what to look for.
1 articleProduct updatesNew features and improvements across the six ifatools.ai apps.
13 articlesCompliance & Consumer DutyPractical thinking on FCA rules, Consumer Duty and evidencing good client outcomes.
15 articlesGuidesStep-by-step guides to getting more from AI in a UK financial advice firm.
5 articlesPractice managementRunning a more efficient, more profitable financial planning business.
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