In this episode, we dive into the challenges surrounding Management Information (MI) and how it’s often underutilised by advisers. We explore how, when used effectively, MI can become a powerful tool to drive business growth, uncover weaknesses, and improve performance. We also touch on how other industries refer to MI as “business intelligence” — and why that shift in perspective matters. Plus, we discuss the growing role of AI in transforming MI, especially under the spotlight created by the new Consumer Duty requirements.

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