Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Data breach case – Experian fraudster sentenced to 15 years in prison, Nedbank compromise 265 CompliNEWS 24 Mar 2023
NHI’s governance model dooms it to failure 265 CompliNEWS 24 Mar 2023
South Africa linked to Australian cybercrime after crackdown on stolen identities and money laundering 265 CompliNEWS 24 Mar 2023
Contract law – Gerber v PSG Wealth (Cyber fraud, hacked email account, cybercrime, business email compromise) 265 CompliNEWS 24 Mar 2023
Beneficial ownership framework overhaul to enhance investigatory process 265 CompliNEWS 24 Mar 2023
Financial Intelligence Centre (FIC) recovers R1.8bn criminal assets 265 CompliNEWS 24 Mar 2023
Credit Consumer Law – Serfontein v Absa (reckless credit) 265 CompliNEWS 24 Mar 2023
Habib Bank placed under curatorship 265 CompliNEWS 24 Mar 2023
SA's plan to get off the greylist 265 CompliNEWS 24 Mar 2023
2023 Global Terrorism Index (GTI) analysis 265 CompliNEWS 24 Mar 2023
Back to top
Working Smart

By Lee Rossini

In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.