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
Lessons from our neighbour: How Mauritius managed to come off the Grey List in record time 243 CompliNEWS 29 Sep 2022
FSCA supports World Investor Week 3–9 October 2022 243 CompliNEWS 29 Sep 2022
Couple who deleted employee's Facebook data in court 243 CompliNEWS 29 Sep 2022
Kim Kardashian fined for advertising crypto product 243 CompliNEWS 29 Sep 2022
Africa sees record venture capital investment; ICT sector 243 CompliNEWS 29 Sep 2022
Prudential Authority grants Capitec insurance licence 243 CompliNEWS 29 Sep 2022
SA has a trump card on climate funding 243 CompliNEWS 29 Sep 2022
Bitcoin mining over-reliant on fossil fuels – study 243 CompliNEWS 29 Sep 2022
Insurer must pay for Gautrain tunnel repairs – SCA full judgment 243 CompliNEWS 29 Sep 2022
Cybersecurity – National framework published to protect information 243 CompliNEWS 29 Sep 2022
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.