Home » Penguin’s Artificial Intelligence Use
At Penguin, we are committed to providing you with the highest quality Financial Planning & Advice. To enhance our capabilities and improve your experience, we utilise artificial intelligence (AI) technologies in certain aspects of our operations. We are proud to embrace a responsible AI framework, where every application is carefully considered and implemented with your best interests in mind. Our commitment to ethical principles ensures that fairness, transparency, accountability, and respect for your rights and dignity are always at the heart of how we develop and use AI.
By carefully selecting industry-specific tools, we focus on continuously enhancing our services whilst preserving the effectiveness and dependability of our AI technologies. These systems are here to enhance your Financial wellbeing, giving our team more time to focus on what they do best—building strong relationships with you and providing the personalised support you deserve.
While AI enhances our processes by providing valuable insights and streamlining efficiencies, it is never a substitute for human judgement. Our Advisers remain firmly in control and accountable for all final decisions, ensuring that each recommendation is tailored to your unique needs.
Thanks to recent advancements in technology, we can automate more routine administrative processes, freeing up valuable time for our Advisers to focus on what matters most — providing you with meaningful human contact, tailored advice, and personal support. This careful balance of technology and human expertise enables us to deliver an even higher standard of service.
Rest assured, we embed human oversight throughout our processes, recognising that the experience, empathy, and professional judgement of our Advisers are irreplaceable. For us, AI serves as a tool to support our Advisers in delivering high-quality Financial Planning & Advice and we continue to ensure that the human touch remains at the heart of every client interaction.
We understand that trust is essential when it comes to your personal data. You have the right to be fully informed about how AI is used and how your data is protected. Our use of AI adheres to all relevant FCA guidelines, GDPR, and other applicable data protection regulations. We ensure that information about the types of data we collect, how it supports your Financial Planning experience, and the measures in place to protect it are readily available for those who wish to learn more.
Our designated AI and Data Officer regularly reviews and updates our AI systems and data protection policies to maintain compliance with evolving regulatory requirements, keeping your privacy and security at the forefront of all our decisions.
By choosing our services, you can feel confident that we leverage AI responsibly to improve the quality of advice and service we provide while upholding the highest standards of ethics, privacy, and security.
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