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
Europe's GDPR regulation caused an estimated 8.1% drop in profits and a 2.2% dip in sales for affected businesses – report 214 CompliNEWS 11 Mar 2022
China's Tencent faces possible record fine for anti-money-laundering violations 214 CompliNEWS 11 Mar 2022
Financial Services Tribunal – Mhlongo v FNB (debarment) 214 CompliNEWS 11 Mar 2022
Nedbank ordered to keep Sekunjalo accounts active 214 CompliNEWS 11 Mar 2022
CCMA – Dreyden v Duncan Korabie Attorneys (Dismissal in terms of mandatory vaccination policy) 214 CompliNEWS 11 Mar 2022
New pensioner Bill submitted to Parliament 214 CompliNEWS 11 Mar 2022
Deutsche Bank exits Russia market after it had planned to stay 214 CompliNEWS 11 Mar 2022
Companies Act – Certification requirements for documents filed with the CIPC 214 CompliNEWS 11 Mar 2022
Reminder re Auditing Profession Act – Registration 214 CompliNEWS 11 Mar 2022
Foreign CIS statistics 214 CompliNEWS 11 Mar 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.