Operationalising Consumer Duty: how to integrate a product management SaaS solution

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Making a success of Consumer Duty means finding a way to centralise product design, management, and monitoring – and using product data to drive better outcomes for customers. To do this, the right technological approach is key. This blog, the last in our three-part series on operationalising Consumer Duty, explores how to integrate a SaaS solution and explains the value of an integration partner in this process.

Operationalising Consumer Duty: should you buy or build a digital product management platform?

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Making a success of Consumer Duty means finding a way to centralise product design, management, and monitoring – and make better use of real-world data. The right technological approach is key. But how should you go about it? This second blog in a new three-part series looks at four key considerations when deciding whether to buy or build your own product management solution.

Operationalising Consumer Duty: why success requires a digital approach to product governance

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Day one implementation of Consumer Duty was a monumental and heavily manual task. But ensuring you remain compliant and deliver the right outcomes does not have to be. This first blog in a new three-part series outlines the key criteria for success when operationalising Consumer Duty and explores how firms can make the shift from manual processes to automated systems by making better use of technology.

Achieving Consumer Duty compliance

Josh Blundell and John Liver discuss the roadmap for the next 3 months. We are now in the run up to the main rules which come into force on 31 July 2023 for existing products and services. The immediate deadline firms must consider is 30 April 2023, when they must have finished their review of existing open products.

Consumer Duty compliance

Boards must have an implementation plan for Consumer Duty compliance in place by the 31st of October 2022. In this three-minute video, Consumer Duty expert, John Liver discusses the 4 key areas that boards need to be considering to get aligned on the new Duty.

Kore shines a light on financial product governance at EmTech Global

Kore founder Sabrina Del Prete presented our pioneering Product-Management-as-a-Service solution live on stage at EmTech Global on March 28th. In just 3 minutes, she explained to members of the global investment management community how Kore can lower risk, ensure compliance and boost efficiency.

Cass research paper published

People’s financial needs and how they are matched with financial products in UK retail financial and wealth management: Current limitations and actions for improvement