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 […]
In the world that I grew up in, there was a constant tussle between Russia and the USA to be recognised (feared?) as the biggest, or strongest, or whatever. Later, new kids on […]
The Financial Sector Conduct Authority (FSCA) and the Prudential Authority (PA), published a draft Joint Standard on Information technology risk management for public consultation. The main objective of the Joint Standard is to […]
South Africa appears to be well on track with its development of health-related apps which help clients avoid the costly, and often dangerous visits to their GPs and hospitals. Elsewhere in the world, […]
Steven Manning, a friend in Australia (an expat who was a legal adviser while here) recently shared a his views on the situation down under in a series of posts, the last of […]
The role technology plays in an individual’s life is rapidly growing and individuals are becoming more dependent on it – from tracking steps to monitoring heart rate are now part of a daily […]
In 2020, the South African Reserve Bank (SARB), the Payment Association of South Africa (PASA) and the Financial Sector Conduct Authority (FSCA) issued a joint statement warning consumers about the risks associated with […]
In a recent article, Nomi Bodlani, head of strategic markets at Allan Gray highlighted the dangers of following financial advice on TikTok. Bodlani also cautioned that the phenomenon has opened the door for […]
In a recent article, Nomi Bodlani, head of strategic markets at Allan Gray highlighted the dangers of following financial advice on TikTok. Bodlani also cautioned that the phenomenon has opened the door for […]
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study. The research […]
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study. The research […]
It’s been a year since the country went into lockdown. From a business perspective, client engagement and retention have been key to continuity. Technology, and more specifically digital technology, played a major role […]
It’s been a year since the country went into lockdown. From a business perspective, client engagement and retention have been key to continuity. Technology, and more specifically digital technology, played a major role […]
A recent study indicates that South Africa has emerged as one of the countries that would embrace fully remote work, with 44 percent saying they want to work fully remotely compared to a […]
As a financial advisor, it is key that you utilise social media as a part of your overall marketing strategy. It not only boosts your engagement with clients, but gives people access to […]
A recent phenomenon on the popular social media platform, TikTok, called ‘Fintok’ is causing concern that viewers could be vulnerable to financial misinformation. Many of these videos come across as “get-rich-quick” schemes – […]
A recent phenomenon on the popular social media platform, TikTok, called ‘Fintok’ is causing concern that viewers could be vulnerable to financial misinformation. Many of these videos come across as “get-rich-quick” schemes – […]
