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
Consumers will back ESG-aware companies – study 220 CompliNEWS 21 Apr 2022
Software predicts reputational risk relating to an organisation’s corporate citizenship via ESG (environmental, social and governance) practices 220 CompliNEWS 21 Apr 2022
Regulatory examinations – Quality RE1 and RE5 study material still available through Dr Des Leatt 220 CompliNEWS 21 Apr 2022
AML/CFT Body of Knowledge released – FSCA 220 CompliNEWS 21 Apr 2022
FSCA – Risk Assessment for Collective Investment Schemes, and the Financial Advisory and Intermediary Services 220 CompliNEWS 21 Apr 2022
Just Share slates Absa for weak climate policies 220 CompliNEWS 21 Apr 2022
FSCA warns the public against a company using Marsh’s logo without authorisation 220 CompliNEWS 21 Apr 2022
Key regulatory reminders and Compli-Serve's latest regulatory risk log 219 CompliNEWS 14 Apr 2022
Information Regulator plays host to African Network of Information Commissions Conference 219 CompliNEWS 14 Apr 2022
ICIJ’s excellent guide and FAQs to Russian wealth hidden offshore 219 CompliNEWS 14 Apr 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.