In meeting its commitments under the Payments Ecosystem Modernisation (PEM) Programme, the South African Reserve Bank (SARB) has released revised drafts of two significant regulatory instruments for public comment. These documents mark a major shift in how South Africa intends to licence, exempt and supervise entities operating within the national ...
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By Lee Rossini
Personalisation in financial services refers to the process of tailoring advice, solutions, and ongoing support to the unique circumstances, goals, behaviours, and values of an individual client. Personalised advice involves a deep understanding of a client’s financial position, aspirations, risk tolerance, life stage, and personal preferences. This approach goes beyond generic product recommendations and instead focuses on building a strategy that reflects the client’s identity and life journey.
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