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
How investment managers performed in 2021 219 CompliNEWS 14 Apr 2022
CMS Research Note 1 of 2022 – Funding of healthcare services by medical schemes 219 CompliNEWS 14 Apr 2022
Scammers becoming more innovative 219 CompliNEWS 14 Apr 2022
Dutch data protection regulator fines its Ministry of Foreign Affairs for data protection breaches around ‘transparency principle’ 219 CompliNEWS 14 Apr 2022
SA banks invest more in digital services 219 CompliNEWS 14 Apr 2022
Expect major power cuts throughout winter – Eskom 219 CompliNEWS 14 Apr 2022
Summary of the Constitutional Court judgment involving Municipal Employees Pension Fund, Akani Retirement Fund Administrators & Mongwaketse 219 CompliNEWS 14 Apr 2022
FIC – Amendments to the Targeted Financial Sanctions (TFS) list 219 CompliNEWS 14 Apr 2022
Crypto revolution spurs central banks into action 219 CompliNEWS 14 Apr 2022
Managing PEP risk in light of the Pandora Papers 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.