Keeping up with technology’s rapid pace of change is challenging for any business, but selecting the right technology to implement can have an immense impact on the efficiency of a business, writes SuiteBox’s Ian Dunbar.
Where do you and your advisers find the time to do it all and monitor compliance, especially considering the vast area of risks you are exposed to?
My compliance manager, during one period when I was an adviser, was a lawyer. She used to say over a post audit coffee, “Andy, I love your files. They tell such a vivid and connected story of your client’s journey. I have a question though. When do you find the time?”.
Since FSRA hit the market in 2004, NZ observers have been watching the progress and developments of the post-regulatory experience in the financial services industry in Australia.
A version of this article was first published in the National Business Review NZ by journalist Campbell Gibson.
IAN DUNBAR: SuiteBox will launch in the US in late 2017
Auckland-based software start-up SuiteBox has completed a $1.5 million capital raise, bringing on a South African financial services firm as a 10% shareholder.
The poor public perception of advice, despite the headlines, is not purely siloed to an impression of the institutional vertical advice businesses. While the headlines of 2016 have centered on the advice industry’s major players, it is the entire function of “advice” that has been called into question.
Who wants to be relevant? Ok, now really, who not only wants to be relevant to the “humans” you seek to provide your services to, but you are actually are prepared to do something about being relevant? You all still with me? Excellent!
- SuiteBox’s client engagement solution for professionals wins prestigious global award at Oracle’s San Francisco OpenWorld event
- SuiteBox named alongside cloud leaders Airbus, Avaya, Dubai Airports, Proctor & Gamble, Renault and State Bank of India among others
In January 2015 I published a report examining Automated Investment Advisers (AIMs), or robo-advisers, as they are more frequently known. At the time this was a relatively new concept sweeping across the Pacific from the US to Australia.
Author: David Whyte
Over 150 submissions have been made by interested parties. The task of sifting through these submissions, to establish an appropriate and acceptable way forward, has no doubt tested the limits of those involved.
We’re happy to announce a proud victory at the recent KPMG Fintech Innovation Challenge as we prepare for FinovateEurope 2016.