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Jeremy Takle

Founder and CEO
Pennyworth
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Jeremy Takle

Automated Wealth Management: how AI is revolutionising personal finance

In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In this article, we'll discuss how financial AI is transforming personal finance and closing the advice gap by offering intelligent, automated wealth manag...

14 December 2023 /wealth /retail Artificial Intelligence and Financial Services

Jeremy Takle

Consumer duty: can banks really become guardians of financial wellbeing?

In a time characterised by changing customer and regulatory expectations, the banking industry faces increasing challenges living up to higher standards – a potent example being the introduction later this month of the New Consumer Duty. In this article, we explore the limitations of old banks in meeting renewed expectations and discuss how new ba...

21 July 2023 /regulation /retail Disruption in Retail Banking

Jeremy writes about

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