Notes on operations, automation, and AI for regulated firms — written by the team at MoiraCorp.
Most UK advisory firms are buying AI tools before they understand how AI actually works. That’s the wrong order. Five free, widely-respected resources every leader should read before they spend anything — covering prompting, AI behaviour, adoption frameworks, FCA expectations, and risk management.
Three sides of financial services — investment banking, running a business, advising regulated firms — and the same pattern in all of them. Capable people losing time to workflows that were never designed for the business they became.
IHT 2027 brings 213,000 estates into scope and a capacity squeeze that AI will be expected to absorb. Here’s why the workflow needs to be a compliance question first.
Book a 30-minutes discovery call with our team to explore if AI and automation can be of use in your business.
Most UK advisory firms are buying AI tools before they understand how AI actually works. That’s the wrong order. Five free, widely-respected resources every leader should read before they spend anything — covering prompting, AI behaviour, adoption frameworks, FCA expectations, and risk management.
Three sides of financial services — investment banking, running a business, advising regulated firms — and the same pattern in all of them. Capable people losing time to workflows that were never designed for the business they became.
IHT 2027 brings 213,000 estates into scope and a capacity squeeze that AI will be expected to absorb. Here’s why the workflow needs to be a compliance question first.
