Technology is reshaping financial services
The COVID-19 pandemic and lockdown have changed the way we interact with each other. Most of us have embraced digital solutions and carried on with our jobs, but in a different manner altogether. […]
Technologically Speaking
SARS pays back R10bn, but some taxpayers’ refunds are being withheld
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read more
Digital transformation – COVID fast tracked use of technologies
The COVID-19 crisis has accelerated the use of technologies and digital transformation in businesses. According to research conducted by Vodafone recently, 71% of businesses have made at least one new technology investment in […]
Online collaboration for financial advisers – Make Videosign part of your business process
A recent Gartner poll showed that 48% of employees will likely work remotely at least part of the time after COVID-19 versus 30% before the pandemic. The pandemic has therefore forced the adoption […]
Cybersecurity – 10 tips for online safety
Research suggests that digital financial fraud may see a surge of up to 80% this year. Just in the last week, we were exposed to various incidents, with the Experian South Africa data […]
Cybersecurity – 10 tips for online safety
Research suggests that digital financial fraud may see a surge of up to 80% this year. Just in the last week, we were exposed to various incidents, with the Experian South Africa data […]
Cyber-security – Guidelines for working from home
On Monday, Momentum Metropolitan Holdings reported that it had been the victim of a cyberattack, with criminals able to access sensitive data on its systems. In a statement to shareholders, the financial services […]
Personalise your Facebook page – Show clients why they should select you
Facebook is not just for posting selfies and sharing images of your pets and family. Facebook is also a tool, if used correctly, to raise your visibility as financial advisor and building an […]
Fintech Vision for South Africa – Progress update and Covid-19 impact
Earlier this year, the Intergovernmental Fintech Working Group (IFWG) Innovation Hub was launched to respond to changes in the financial sector driven by financial technology (fintech) and to promote responsible innovation in the […]
Fintech Vision for South Africa – Progress update and Covid-19 impact
Earlier this year, the Intergovernmental Fintech Working Group (IFWG) Innovation Hub was launched to respond to changes in the financial sector driven by financial technology (fintech) and to promote responsible innovation in the […]
Shifting your communication online – Social media best practice tips
As events around the coronavirus continue to evolve, many advisors have realised the importance of proactive communication with their clients. The means of the communication has also changed as more communication are actioned […]
Shifting your communication online – Social media best practice tips
As events around the coronavirus continue to evolve, many advisors have realised the importance of proactive communication with their clients. The means of the communication has also changed as more communication are actioned […]
The Protection of Personal Information and Social Media
While the focus is often on the commercial importance of data protection, privacy is also recognised as an important human right. This recognition is evidenced in South Africa, where the right to privacy […]
Online meetings – Four tips to add credibility
The time spent in virtual meetings has increased over the last three months. Although this has been because of the pandemic and lockdown rules, this new way of communicating is here to stay. […]
Social media – 4 ways to step up your game
Social media is important to financial advisors, because more and more people are looking to social media, and the online space in general, for insurance information. Various reports have also revealed that more […]
Passwords and Cybersecurity – Increase in cyber fraud calls for tighter safeguards
Cybersecurity awareness is particularly critical at this time, as cyber criminals have taken advantage of the global situation. One of the starting points to improve cyber security is password security, as your password […]
The new norm of video calls – 14 tips to set yourself and others at ease
Video calls and video conferences are now a part of our everyday life. Although it is not the same as meeting your client or colleague face-to-face, it is the best we can do […]
