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
Date set for Covid-19 regulations challenge 225 CompliNEWS 27 May 2022
The annual verified B-BBEE compliance reports in relation to section 10(4) of the B-BBEE Act of 2003 for the measurement period 1 December 2020 to 30 November 2021 224 CompliNEWS 22 May 2022
Banker unfairly dismissed for ‘emotional terrorism’ 224 CompliNEWS 22 May 2022
Crypto investors warned of tax implications 224 CompliNEWS 22 May 2022
Crypto collapse destabilises DeFi globally 224 CompliNEWS 22 May 2022
Another 'high impact' outage at Standard Bank 224 CompliNEWS 22 May 2022
Six VBS graft suspects get bail 224 CompliNEWS 22 May 2022
New powers will help protect depositors – Reserve Bank 224 CompliNEWS 22 May 2022
Australia – Issue and distribution of binary options ban to retail clients continues 224 CompliNEWS 22 May 2022
Ombud recovers R400m for policyholders, slaps insurers with R1m in fines for TCF failings 224 CompliNEWS 22 May 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.