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Engaging Advisory Clients Through Mobile App Technology

Digitisation is a necessity of today; smartphone innovation is part of our fourth industrial revolution. A technological evolution that includes Artificial Intelligence, Big Data, Internet of Things, Blockchain and 5G.

What is RegTech, and why it's the new superstar in financial planning

FinTech and RegTech have similarities and some FinTechs are addressing regulatory obligations as features within their platforms, both terms in-essence use technology to solve compliance problems within the financial services sector.

The value of advice beyond an SOA

We all know that an SOA is not entirely effective, it isn't valid after 30 days, it's full of jargon and clients simply file them in their drawer, never to be looked at again.

So, can we really say on behalf of consumers that the value of financial advice sits within an SOA document?

Why AI is the next big thing

AI is the next big thing, and I am not just referring here to my company brand. I mean artificial intelligence, or so-called machine learning technologies. The impact for financial advice and advisers is positive, profound and, I have to say, imminent.

Are we there yet? The 4 levels of financial advice automation

So, as the regulators in Australia start to get their head around the pace and depth of the automated digital advice world, this blog is to offer a quick snapshot of the various development and automation levels of so-called ‘robo’. I have broken this into four levels.

Adviser Voice

Digital Advice Automation Technology

I am increasingly finding the world has divided into two camps: those who do and the rest who don’t ‘get’ the emerging world of digital advice automation. Digital automated advice can be a pure digital experience or an adviser-led digital experience, with human interaction.