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Our research and planning guides, readable in full on the site. No form in front of them, and the PDF alongside if you would rather print it or pass it on.

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AI agents in financial services
A practical toolkit 2026

AI agents in financial services

Stakeholders, objections, operating models and what good looks like.

A practical toolkit for regulated firms deploying AI agents: the seven internal stakeholders who decide whether it ships, ten objections and the responses that work, the operating model questions, a business case structure and a maturity model.

8 chapters12 min readPDF available
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  1. 01Why this toolkit exists
  2. 02The seven stakeholders
  3. 03The objections handbook
  4. 04The operating model question
  5. 05A starter business case structure
  6. +3 more
Budgeting for AI as the price model shifts
Planning guide 2026

Budgeting for AI as the price model shifts

A planning guide for regulated financial services and insurance.

A practical planning guide for regulated financial services and insurance: why AI budgeting is harder now, the levers that protect your budget, and a phased way to plan.

6 chapters6 min readPDF available
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  1. 01Executive summary
  2. 02Why AI budgeting is harder than it looks
  3. 03What this means for financial services & insurance
  4. 04The levers that protect your budget
  5. 05A phased approach to planning
  6. +1 more
Global number porting, and how to get it right
Practical guide

Global number porting, and how to get it right

Best practice for moving business numbers between providers, market by market.

How business number porting works across EMEA, North America, APAC and LATAM: the process, country by country requirements, lead times, and the common reasons ports are rejected.

8 chapters43 min read
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  1. 01Introduction and summary
  2. 02The porting process
  3. 03EMEA
  4. 04US, Canada and Puerto Rico
  5. 05APAC
  6. +3 more
The AI receptionist explained
A buyer's guide 2026

The AI receptionist explained

Everything UK businesses need to know about AI receptionists in 2026.

An independent, platform neutral buyer's guide to AI receptionists for UK businesses: what they do, how they work, what to look for, and what they cost in 2026.

4 chapters5 min readPDF available
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  1. 01What is an AI receptionist, really?
  2. 02How it actually works
  3. 03Why now is the moment
  4. 04What to look for, and what it costs
Zero leakage data fencing and shadow AI elimination
Risk first playbook 2026

Zero leakage data fencing and shadow AI elimination

A risk first playbook for AI pilots in regulated financial services.

A risk first playbook for regulated financial services: how to stop regulated data escaping into unapproved AI tools, remove the incentive for shadow AI, and control token spend through one governed gateway.

8 chapters7 min readPDF available
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  1. 01Executive summary
  2. 02The honour system is not a control framework
  3. 03Shadow AI: the risk you already have
  4. 04The regulatory position
  5. 05Zero leakage data fencing
  6. +3 more

Also available

Still PDF only. We are converting these to read on the site as we go.

What comes after a generic AI assistant for a regulated firm?Strategic briefing · 2026

What comes after a generic AI assistant for a regulated firm?

A practical guide to governed, process specific automation: data sovereignty, working with legacy systems, right sized models, and a phased way to layer it onto an existing roadmap.

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The CX Leader's RoadmapRoadmap · 18 pages

The CX Leader's Roadmap

Implementing conversational AI in the contact centre: where to start, what to sequence, and the traps that stall a rollout after the pilot.

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AI Chatbot Assessment ChecklistChecklist · 4 pages

AI Chatbot Assessment Checklist

A short scoring sheet for working out whether your customer service is ready for a chatbot, and what to fix first if it is not.

Get the PDF