2022 is closer than you think
A month or so ago I watched a documentary on Showmax titled ‘Our Towns’, the film version of a book, ‘Our Towns, A 100 000 Mile Journey in the Heart of America’, by […]
Technologically Speaking
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Client engagement skills you can’t ignore
In the current climate, perhaps more than ever before, people are seeking empathy and reassurance. Real connection counts, especially in a time of distancing, disorder and uncertainty. Intermediaries can play a pivotal role […]
Client engagement skills you can’t ignore
In the current climate, perhaps more than ever before, people are seeking empathy and reassurance. Real connection counts, especially in a time of distancing, disorder and uncertainty. Intermediaries can play a pivotal role […]
The cost of data breaches and preventative measures to curb it
An article published on the My Broadband website shares some rather startling figures on the consequences when hackers manage to gain access to your data. The researchers identified several trends among South African […]
Tracking your Fit and Proper status and progress
The drive to professionalise the financial services industry has brought many regulatory obligations. Keeping track of the myriad of competency requirements are, at best, a nightmare if you are still using outdated methods […]
Tracking your Fit and Proper status and progress
The drive to professionalise the financial services industry has brought many regulatory obligations. Keeping track of the myriad of competency requirements are, at best, a nightmare if you are still using outdated methods […]
“Drove my chevy to the levy…”
Last Thursday, the FSCA published that “Dear John” notice you all look forward to so much every year. Yes, you’ve guessed it – FSCA Notice 465 of 2021 contains details of the levies […]
“Drove my chevy to the levy…”
Last Thursday, the FSCA published that “Dear John” notice you all look forward to so much every year. Yes, you’ve guessed it – FSCA Notice 465 of 2021 contains details of the levies […]
Developing data management skills
The importance of proper data management was reiterated recently with the advent of the Protection of Personal Information Act (POPIA). The normal knee jerk reaction by many is to ask, “What do I […]
Disruption – more of the same?
Our technology survey indicated that the long-term, short-term and investment sectors all experienced disruption over the past 18 months. Results (Fig. 1) indicate that the long-term sector was most affected, but both the […]
FSCA Concerns about Electronic Signatures and Prepopulated Documents can be addressed
Webber Wentzel’s Dawid de Villers, Lenee Green & Portia Mashinini from Webber kindly produced an article discussing the FSCA’s Communication 12 of 2021 (FAIS) on the use of Electronic Signatures and Prepopulated documents. […]
I have seen the future, and it’s digital
This is the third article in my series on the recent Financial Services Technology Survey. Today, I discuss the findings on how clients reacted to the prospect of virtual financial advice from a […]
5G is becoming a reality
No, we are not propagating the jab scare theory that Bill Gates and the Illuminati are using technology to brainwash unsuspecting mortals into becoming Stepford wives. Wunderman Thompson Intelligence, a global practice for […]
Digital signing – what do the numbers say?
Fig 1: E-signing uptake results In the second of my series analysing the results of the Moonstone digital engagement survey I unpack the digital signing stats which make for some interesting reading. Digital […]
Will the need for human interaction disappear?
You would be quite right in assuming that I have finally lost my remaining marbles by sharing an article on people celebrating togetherness when we have just been downgraded to a level 4 […]
Will the need for human interaction disappear?
You would be quite right in assuming that I have finally lost my remaining marbles by sharing an article on people celebrating togetherness when we have just been downgraded to a level 4 […]
What is the actual cost of free software?
Survey Results One of the key findings from our recent online Financial Services Technology Survey is that free customer engagement software is prevalent within the industry. Zoom (used by 80% of respondents) and […]
