Clients expect their adviser's digital service to feel professional, safe, and easy to use. They also expect to be treated as individuals, which gets harder when every provider, platform, and portal asks them for another username and password.

On episode 49 of Regulated Digital, independent financial adviser Ben Beck, joins host Carole Howard to look at how advice firms can adopt new technology and keep the personal relationship that advice depends on.

Learn more: https://www.mailock.com/blog/keeping-advice-human-secure-client-technology

Fraud controls protect customers and the wider payments system. But they can also stop a legitimate person from opening, keeping, or using the account they need for wages, benefits, and bills.

On this episode of Regulated Digital, Kate Frankish, Non-Executive Director and Board Chair at Suits Me, looks at how providers can keep strong fraud controls without locking genuine customers out of everyday payment accounts.

Learn more: https://www.mailock.com/blog/fraud-controls-financial-access-suits-me

For someone who is blind, being treated as a robot by a CAPTCHA for using a keyboard instead of a mouse is a frustrating barrier.

Put a similar obstacle in a mortgage application or a pension service, and the consequences could extend well beyond an unread webpage.

Robin Christopherson MBE, Head of Digital Inclusion at AbilityNet, joined Sam Kendall on Regulated Digital to discuss how AI can improve access to financial services, and where it can exclude the people who need them.

Robin regularly uses AI to navigate inaccessible services, yet still encounters barriers in the systems surrounding it. His experiences show why firms need to test the whole customer task, from the first identity check to the help available when something goes wrong.

Learn more: https://www.mailock.com/blog/ai-accessibility-financial-services-robin-christopherson