Insights

Clear thinking on AI, technology, and operations.

Practical perspective for leaders who are past the hype — what's real, what pays, and what to do about it. No jargon, no slideware.

Financial services

AI agents in a broking business: the risks you’re actually taking on

When AI stops drafting and starts acting, a regulated broker takes on exposure a marketing team never will. The five risks that matter — and how to adopt anyway.

July 2026 · 6 min read Read → Strategy & ROI

AI at scale isn't a change programme. It's a new production line.

A major new KPMG report reframes what "AI at scale" really means — and the lesson lands harder if you're not a FTSE 100.

July 2026 · 6 min read Read → Applied AI

Agentic CRM sounds like an enterprise story. Here's the SME version.

Microsoft says agents turn your CRM from a system of record into one of action. The idea's right — you need far less than their stack to get the part that pays.

July 2026 · 5 min read Read → For SMEs

AI for the UK SME: where to start when you're not a tech company

Half of UK SMEs already use AI. Far fewer get value from it. Here's how a smaller business turns it into a return.

June 2026 · 4 min read Read → Financial services

The broker's eight AI decisions

The eight AI decisions every independent broker now has to make — in plain terms. Includes the free full guide as a PDF.

July 2026 · 7 min read Read → Strategy & ROI

Build vs buy: when to make it, when to buy it

Most AI capability should be bought, some configured, and only a little built. Here's how to tell which is which.

June 2026 · 5 min read Read → Applied AI

Choosing your first AI use case

The first one sets the tone for everything after. Pick something high-value, low-risk and provable in weeks.

June 2026 · 4 min read Read → Applied AI

Is your data ready for AI?

AI is only as good as the data underneath it. A plain-English way to tell whether yours is ready — and what to fix first.

June 2026 · 5 min read Read → For SMEs

AI for professional-services firms

Document-heavy and advice-led — where AI pays fastest in law, accountancy and consultancy, and where to be careful.

June 2026 · 5 min read Read → Governance & Trust

A lightweight AI policy for SMEs

Not 40 pages nobody reads — a one-page set of rules your team will actually follow. Here's what goes in it.

June 2026 · 5 min read Read → Retail & e-commerce

AI cart recovery: stop losing the sale at checkout

Around 70% of online carts are abandoned. A timed, consented email and SMS sequence wins a meaningful share back.

June 2026 · 4 min read Read → Financial services

AI for SME insurance brokers and advisers

The same wins the big firms are getting — at a scale a smaller regulated firm can govern.

June 2026 · 5 min read Read → What's next

AI agents are coming to your operations. Here's the catch.

Pilots are nearly universal. Production is not. The gap between the two is where the value — and the risk — lives.

June 2026 · 5 min read Read → Applied AI

Where AI actually pays in a mid-market business

The work where AI reliably returns, and the work where it reliably doesn't.

June 2026 · 4 min read Read → Strategy & ROI

Why most AI projects don't move the needle

Adoption is high. Returns are not. The gap isn't the technology — it's everything around it.

June 2026 · 4 min read Read → Governance & Trust

AI governance for UK businesses in 2026

No single “AI law” — just several overlapping regimes, and the lightweight setup most businesses can stand up.

June 2026 · 5 min read Read →

Nothing here yet under that topic — more on the way.

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Where AI pays in an SME

A one-page checklist to find where AI is worth it, pick your first use case, and prove it before you spend.

Find the high-volume, low-risk work
Pick one use case with a clear number
Check what you already pay for
Govern it from day one

Get the checklist →

Where AI pays — checklist cover

Insurance brokers

The Broker's Eight Decisions

The eight AI decisions every independent broker now has to make — in plain terms, plus a one-page AI scorecard.

Where to start, and what to automate first
Buy, partner or build
How much to let AI decide
How to prove it's working

Get the full guide →

The Broker's Eight Decisions — cover