How does a standard electronic signature differ from the Advanced Electronic version? According to Neil Summers, Head of Sales at Moonstone, it is important to understand the legality of e-signing, especially with all […]
Whether you like it or not, social media and technology have changed the way that we do business. It has changed the way that we interact, not only with our friends, but also […]
It’s the start of 2018 and you have done your annual planning. Does this include the implementation of a digital channel as part of your marketing and client interaction? Here are a few […]
I recently downloaded a 16-page white paper titled The Advisor’s Guide to Digital Marketing which offers a wide variety of tips on how you can use various platforms to optimise your client contact […]
Neil Summers, Head of Sales at Moonstone, recently wrote an article for Bizconnect which is of great interest to those keen to explore new avenues to generate business by harnessing IT advances to […]
“The National Treasury, the South African Reserve Bank, the Financial Services Board, the South African Revenue Service and the Financial Intelligence Centre, published a document titled “User Alert – Monitoring of virtual currencies”. […]
InvestmentAdvisor magazine recently published some surprising results from a survey on millennials and their take on financial matters. Most Millennial studies tell only half the story, focusing on dollars but overlooking humanity. That’s […]
We commented earlier on this white paper, published in the USA in September. Whilst it expands on “Leveraging Technology to Drive Profitability, Scale, and Growth”, there is certainly another aspect of great interest […]
Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients. […]
During the recent Moonstone Regulatory Update Workshops, Billy Seyffert, COO of Moonstone Compliance and Risk Management alluded to rather stringent requirements for those who plan to go this route. The FPI recently conducted […]
The SuiteBox client engagement and support tool delivers video meeting and digital signing capabilities to financial advisers. Rapid advances in fintech provide a host of solutions that streamline the delivery of financial advice, […]
For most of us, the advent of technology in the industry is a bit like the famous saying back in the bad old army days: Hurry up and wait. A recent article in […]
A recent article by Patrick Cairns in Moneyweb provides an interesting perspective on the role of technology in the ever increasing challenge that compliance is becoming. The advent of Twin Peaks means that […]
Harnessing Our Digital Future This is the title of a new book by Andrew McAfee and Erik Brynjolfsson, directors of the MIT Centre for Digital Business, which was recently reviewed in News24. Below […]
Fintech solution delivers the next evolution in financial advice to SA The SuiteBox client engagement and support tool delivers video meeting and digital signing capabilities to financial advisers Rapid advances in fintech provide […]
The use of data, and protection of confidential client information, will play an extremely important role in the future of financial advisers in South Africa. Whilst it makes good sense to invest in […]
Extract from a recent blog by Troy Penney, who works for SuiteBox in Sydney, Australia, If you and your business are in a profession that charges a fee or a commission for exchange […]
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