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October 3, 2019 In Press Releases By Vinay Jayaram

Envizage gains FCA Open Banking authorisation

Envizage, the holistic advice engine, has been authorised by the FCA as an account information service provider (AISP) under the EU Second Payment Services Directive (“PSD-2”). This status enables firms using Envizage’s technology to aggregate information from their customers’ bank and other financial accounts under Open...

August 29, 2019 In Partnerships By Vinay Jayaram

Envizage hires Foco on content marketing brief

Envizage, the holistic advice engine, has appointed Foco to handle its digital communications and PR. We’ve been briefed to create and share content that will help the global fintech company realise its mission – to help individuals and households achieve their desired future outcomes. Envizage helps financial...

June 20, 2019 In Technology By Vinay Jayaram

What is holistic advice?

In a world full of meaningless buzzwords and hashtags, it can be hard to find phrases that sum up actual solutions, especially in financial services. But here at Envizage, we spend a lot of time thinking about ‘holistic advice’, as we feel it comes close...

May 20, 2019 In In the Press By Vinay Jayaram

The FCA’s ‘review of reviews’ could transform advice

At the start of this month, the Financial Conduct Authority published a call for input to help it evaluate the progress of both the Retail Distribution Review (RDR) and the Financial Advice Market Review (FAMR). Advisers, fund houses, platforms and providers will all be well...

March 29, 2019 In Processes By Michael Korkaris

Design Sprint 3.0 lite. A revision for remote teams

Design sprint started as an internal tool of Google Ventures to help their startups with better organising their ideas to a concrete product. As it’s stated on their website it’s a “greatest hits” of business strategy, innovation, behaviour science, design thinking and more -packaged into a...

March 6, 2019 In Press Releases By Vinay Jayaram

Sally Bridgeland joins Lifescale board as an observer

London: Lifescale Limited, a financial technology company headquartered in London, announced today that Sally Bridgeland will be joining their board meetings as an observer. Sally has been involved with Lifescale since its earliest days, providing valuable guidance and mentorship to the company and its founders....

December 17, 2018 In Opinion By Vinay Jayaram

What are the first principles of good financial advice?

Now we know what good financial advice is not, we can start to pin down what it actually is. What is missing today from financial services is emotional intelligence. Consumers are not rational machines that can efficiently process large volumes of data and jargon. They’re human...

December 10, 2018 In Opinion By Vinay Jayaram

We must stop confusing advice with compliance

“Advice” is a popular word in the financial industry these days. It’s also a word that, in our opinion, has been misappropriated and stripped of its real meaning. We feel bad for it. So we are going to do our best to defend its honour. The...

July 19, 2018 In Technology By Vinay Jayaram

Did the PLSA report hit its target?

There’s a lot to like in the Pensions and Lifetime Savings Association’s “Hitting the Target” report. But there are also a few things we wish had made it in there. So we thought we’d write down our thoughts and share them with you. Please let...

June 8, 2018 In White papers By Vinay Jayaram

Delivering Better Consumer Outcomes within the FCA’s Current Advice and Guidance Regulations

Envizage partners with banks, insurance companies, asset managers and wealth managers to create unique consumer-facing applications powered by its analytic platform. Envizage’s mission is to enable individuals and households to understand and better manage the financial uncertainties in their future. Most consumers in the U.K....

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