Resources.

Industry Report: Applying Artificial Intelligence in UK Wealth Management

Our comprehensive report on the current view of the potential of AI, its future applications and whether it will have a transformative effect on UK Wealth Management.

Umlaut Solutions Achieves ISO 27001 Certification

Umlaut Solutions Achieves ISO 27001 Certification: A Testament to Unwavering Commitment to Security

PII compliance requirements in the wealth management industry

Explore the critical aspects of PII compliance requirements in the wealth management industry and learn how to safeguard sensitive client information.

What is and what is not PII in a university?

Discover what PII is and what is not PII about university-held data. We explore PII laws governing data and how technology can be used to protect it.

GRC trends: What are they, and how is GRC technology shaping PII?

Dive in and explore governance, risk and compliance trends, plus expert strategies for managing PII obligations effectively.

How Xplan Keeps Financial Advisors Connected to Clients

Discover how Xplan can help financial advisors in the UK stay connected with their clients while providing efficient and effective service.

Maximise Xplan Efficiency with Custom Coding: Unlock the Benefits

Discover how custom coding in Xplan can improve your financial advice business's efficiency and productivity. Learn how Umlaut Solutions can help you make the most of your Xplan software.

Embrace a Paperless Office with Xplan Financial Planning Software

Xplan financial planning software can help financial advisors in the UK transform their practice into a paperless office, improving efficiency, client relationships, and sustainability.

How machine learning is driving success in BFSI

Machine learning (ML) heralds a new era for BFSI firms. From fraud detection to enhanced customer service, ML has the power to transform how you do business.

The truth about OCR technology

OCR technology has served businesses well for many years. But it’s time to embrace new opportunities to ensure your business remains competitive.

Why harness IDP for home loan pre-approvals

Want to speed up the home loan pre-approval process and deliver a better customer experience? It’s not magic - it’s intelligent document processing (IDP).

How to leverage intelligent automation in insurance

Intelligent automation offers insurance firms a way to simplify claims processing and underwriting processes, without compromising accuracy or compliance.

Planning Your Cyber Risk Management Strategy

Your clients trust you, therefore planning your cyber risk management strategy to protect their data and your business's IP should be your top priority.

Why harness IDP for home loan pre-approvals

Want to speed up the home loan pre-approval process and deliver a better customer experience? It’s not magic - it’s intelligent document processing (IDP).

Benefits of integrating Procore into your AP solution

With costs mounting on all sides, construction firms need to find ways to save money. Discover how integrating Procure can streamline the AP process.

Umlaut Solutions & Zerowait Partnership: Secure Automation Appliance

Umlaut Solutions and Zerowait Announce Partnership to Deliver a Secure Automation Appliance to the Market

How to streamline banking and finance services

The banking and finance sector is currently facing a raft of challenges. Discover how a single automation solution can help your firm meet them head-on.

Enhance compliance with an IDP solution

With compliance obligations growing in the BFSI world, see how an IDP solution can streamline regulatory reporting, enhance assurance and reduce costs.

Intelligent Data Capture or OCR? How to choose.

With pressure mounting to uncover cost savings and unlock efficiencies, automated data capture is the way of the future. But which technology is best for your business?

How to take full advantage of workflow automation

Workflow automation offers many benefits for finance & insurance firms. Discover how Umlaut & Hyperscience can help you take full advantage of this technology.

Supercharge growth in construction with AP automation

AP automation can supercharge growth for construction businesses. Spend less time chasing paper and more time building business relationships.

Top 10 AP Automation Tools for 2022

AP automation can save your business up to $14 per invoice. Discover the top 10 AP automation tools for 2022 thanks to the experienced team at Umlaut.

The rise of intelligent document processing

More compliance means more documentation. Intelligent document processing offers a way to automate data collection while safeguarding information accuracy.

Umlaut acquires Xplan experts, Specialist PMC

Umlaut’s acquisition of Xplan experts, Specialist PMC, opens up new possibilities for the finance industry, promising next-level automation & efficiency.

The benefits of human-centered automation

Interested in automation but unsure if it’s right for your finance or insurance firm? Human-centered automation could be the answer with Umlaut & Hyperscience.

KYC Income Verification Demo | Hyperscience Video Series

In this demo we look at a possible mortgage package submission. We use automation around classification, identification for semi-structured and transcription. We then validate those documents.

Financial Advisor Automation: how process efficiency can save you money AND make compliance easier

While the financial planning sector is expanding, the cost of doing business is also rising. New compliance regulations, increasing administration costs and greater complexity all add up.

Don’t Risk Storing Sensitive Client Information

Sensitive information should never be stored historically, so you need to have a reliable data redaction strategy in place.

Automated Data Management

Here are 11 benefits of automating your data management tasks. Find out how to free up your time, allow you to de-stress, and let you work on the projects you enjoy most, while becoming more profitabl

Intelligent Automation Vs. Robotic Process Automation | Brain Vs. Bot.

Learn the strengths and limitations of RPA bots versus other intelligent automation solutions. Choose the right automation technology for your organization.

Know Your Client Obligations | Boost your Business

Go a step further than just meeting your Know Your Client obligations. Know your business too, and beat the competition. Find out how.

LaVista and Umlaut Partner to Help Financial Advisors

Umlaut’s partnership with LaVista gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

AFSL Approved Solutions for Matrix Licensees

Umlaut is proud to announce a new partnership with Matrix, giving authorised representatives access to AFSL approved solutions. Take advantage of the opportunity to digitise your records, simplify cli

Grow Your Financial Firm with Umlaut and Count

Umlaut’s partnership with Count gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

Digital signatures – faster, simpler, more secure client document approvals

Want to lower your document production costs? Digital signatures remove manual processing roadblocks, streamlining approvals and improving the profitability of your business.

Umlaut Announces Partnership with IOOF

IOOF has partnered with Umlaut to give Authorised Representatives the chance to unlock their full potential.

Preparing your advice team to work remotely

Does your advice team have everything they need to work effectively outside the office? Here’s four smart tips to help you transition to remote working while maintaining your level of service to clien

How financial advisors can improve client engagement

When the focus of a client meeting moves away from administration work to focus on the client's goals, the outcome is that the advisor, and the company, appear more professional and engaged.

How digital fact finds are revolutionising client onboarding

Clients expect seamless digital experiences from the service providers with which they interact. An online fact find can help you exceed their expectations and make a great first impression.

Umlaut Announces Partnership with Spark

Umlaut’s partnership with Spark gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

Umlaut partners with Jigsaw | Record digitisation with heart

Umlaut partners with social enterprise Jigsaw to offer data digitisation services. Find out more.

Want to move financial planning licensees? | How to prepare

Industry changes following the Royal Commission report are prompting a growing number of financial planning advisers to move licensees.

Financial Planning Changes | How to survive and thrive in this new world

The recent financial planning industry changes don’t have to be your death knell. Meet your new compliance obligations easily with the right tech. Find out how.

Business Process Management vs Workflow Management

While there is some conceptual overlap between the two systems, they serve quite different purposes. If a business can take advantage of both systems, it’s one step closer to grappling the Process Bea

How a Smart Data Model Can Drive Business Growth

Data modelling. It’s not a foreground topic for many business owners, but with a little diligence it’s one that can lead to tangible (and profitable) growth.

Selling a financial planning practice: tips for a successful transition

Thinking of selling your financial planning practice? Whether you’re ready to retire or just looking for a new direction, there are steps you can take to ensure a successful sale without your clients

FASEA Standard 8 Record Keeping Obligations | How to comply.

The new FASEA Standard 8 financial planning record-keeping requirements will add an extra administration burden to your business. Make compliance easy with automated workflows & document digitisation.