Why a human touch to financial advice automation is critical

Why a human touch to financial advice automation is critical

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…

Read More
BOOSTING CUSTOMER ENGAGEMENT WITH AUTOMATION

BOOSTING CUSTOMER ENGAGEMENT WITH AUTOMATION

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…

Read More
HOW TO MANAGE STOCKBROKER COMPLIANCE COST EFFECTIVELY

HOW TO MANAGE STOCKBROKER COMPLIANCE COST EFFECTIVELY

Whilst the Royal Commission into the Misconduct in Banking, Superannuation and Financial Services Industry may have concluded, the implications of the hearing and new compliance requirements will continue to affect the industry for years, i…

Read More