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 […]
Digital Customer Engagement
Videos
Watch: MBSE launches RE training for FAIS representatives
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
