Cluda Insights

Three years after Consumer Duty came into force, the FCA has moved from implementation to active supervision. A practical guide for brokers using, or considering, AI tools in their advice and placement workflows.

Reliance on "Ctrl+F" and manual comparison for complex policy documents introduces unacceptable E&O risk and costs your firm billable hours. Cluda streamlines the policy review process, standardising diverse wordings into a clear, cited comparison, directly mitigating human error and fatigue.

When people talk about modernising broking, they often jump straight to platforms and products. Rachel Longbottom starts somewhere else: with people, behaviour and what it really takes to help independent brokers grow.

Large language models are brilliant, they really can be effective, but they do need to be managed in a certain way. You have to put safeguards around them.