Regulatory Tech Strong emphasis on technology, regulatory support, and data-driven compliance. Opportunity to position enhanced regulatory reporting, FCA data requests services, and governance solutions to simplify supervision for UK retail financial services professionals.

Education & Events Active expansion of training academies and event programmes for advisers. Potential sales angle to offer ongoing professional development platforms, accreditation-ready content, and hosted events to deepen intermediary engagement and loyalty.

Mortgage Focus Liftoff in mortgage product education and nationwide Mortgage Showcases. Upsell potential for mortgage analytics, market intelligence, and client engagement tools tailored to mortgage intermediaries and lenders.

Partnership Growth Recent partnerships and collaborations indicate appetite for ecosystem expansion. Prospect for white-label or integration partnerships with product providers and financial services firms seeking access to Simplybiz’s intermediary network.

Leadership & Scale New CEO appointment signals strategic expansion and growth ambitions. Leverage leadership change to connect with decision-makers, present scalable technology platforms, and align offerings with broader market demand for regulated, data-led advice support.