Who are Zugo?

Zugo is a firm with a unique understanding of regulated advice (we’re not just tech people), the power of practical technology (AI that works in the real world), and the importance of ruthlessly-focused workflow and operational management (it’s not just about the systems, it’s about how you use them).

It's the combination of all this that gets us excited and gets us out of bed in the morning!

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Our core principles

  • We believe that lower-value clients CAN be made profitable, with the ‘advice gap’ addressed in so doing.
  • We believe this involves engaging these clients in a different way versus convention, learning from best practice in other sectors.
  • Technology is key to this, but technology alone isn’t the answer.
  • The answer involves totally re-engineered workflows, transforming individual and collective productivity.
  • Delivering better client outcomes while rendering the business fully Consumer Duty-compliant.
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