We are pleased to make the following announcement: + Acquisition of ThinkCaddie; A new solution to meet and track CPD obligations under FASEA's CPD legislation.
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Whilst automation has come leaps and bounds over the past few years, investors and financial advice clients will continue to seek ‘the human touch’. There are several factors that weigh in on this, but predominantly clients enjoy the intera…
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Automation is reshaping how businesses engage with customers through the use of artificial intelligence and robotics. Whilst originally leveraged as an opportunity to reduce costs, automation is the new opportunity to boost customer engagem…
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