How technology is changing the Financial Industry
One of the predictions of 2019 was that digital transformation will be one of the big influences that will be visible in the financial services industry. Forbes predicted that “we will see big […]
technology
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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
Drone technology – An empowering game changer
One type of insurance technology many insurance companies are using nowadays is drones. According to DeLoitte there are two strategic objectives: better risk management through improved data collection, and reduced operational costs through […]
Embrace technology – Up close and personal is the new trend
In his third article of a mini-series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power of technology to support the human nature of the financial planning process. […]
Embrace technology – Up close and personal is the new trend
In his third article of a mini-series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power of technology to support the human nature of the financial planning process. […]
Technology Adoption for Financial Advisors – Sink or swim, Jannie
According to Marina Grindle, FMG Suite’s Content Marketing Specialist, technology adoption has become a sink or swim situation for financial advisors. “Innovations are shaking up many of the traditional areas of financial management […]
Embrace the voice search revolution
Technology is all around us. It’s transforming our business and its transforming our personal lifestyle. This year we will see plenty of exciting new developments. One of these trends is “Voice Search”. In […]
Technology eases Compliance Burden
Schalk Malan, CEO of BrightRock, recently shared five of the major developments that are set to change the insurance industry as we know it. According to Schalk the rise of blockchain, personalised/precision medicine, […]
Technology and Compliance
A recent article by Patrick Cairns in Moneyweb provides an interesting perspective on the role of technology in the ever increasing challenge that compliance is becoming. The advent of Twin Peaks means that […]
Getting More from Data
The use of data, and protection of confidential client information, will play an extremely important role in the future of financial advisers in South Africa. Whilst it makes good sense to invest in […]
Technology and the 50+ Brigade
How often do we look for solutions far and wide, when the answers are right under our noses. This occurred to me again when I read an article in a blog on the […]
Technology and Disintermediation
A recent article in Insurance Gateway® titled Thematic considerations for the future of the insurance industry by Rahima Cassim, Fund Manager at Ashburton Investments, contains some interesting thoughts on where the industry is […]
Big data: What’s the big deal?
They say big data is here to stay and yet, globally, many organisations have no clue what it means or how to use it. Like confidence, big data can mean different things to […]
Bringing back the human element in client engagement
Here’s a novel revelation. It turns out customers are also human, after all. It fascinates me that in many industries and businesses we seem to have forgotten that customers (those folk that buy […]
