The burden of compliance together with the removal of conflicted selling has seen many dealerships look to tech for the efficiency needed to remain profitable. Should they develop their own tech stack or rely on an existing provider (or both)? Is it time for a new system built from scratch? Build your own “Frankenstein” The…
The real future of financial planning [cherry_spacer size=”20″] Amazon’s Alexa [cherry_spacer size=”10″] I recently took part in an Amazon Alexa “hackathon” (a friendly “design” jamboree) that invited participants to “Invent the Next Generation of Alexa Experiences That Go Beyond Voice”. We were urged to create a skill that combines voice with rich sound, visuals, touch…
There is a theory that 20% of employees do 80% of the work. We all know the super-efficient workaholics who prefer not to delegate. What about the 80% doing 20% of the work and at home? Are they working on their golf swing? Research conducted by Croner (UK employment law specialists), found UK employees spend,…
Immediate answers in a conversational format What is robo advice? Robo advice offers a low-cost alternative to financial advisors. They provide investors with advice about asset allocation, portfolio construction and tax reporting. Users complete an online questionnaire about their investment time frames and ability to handle investment risk and algorithms construct asset allocations based on…
New technologies for financial planning – Open banking What is open banking? Open banking allows some customers to securely share their banking data with third parties that have been accredited by Australian Competition and Consumer Commission (ACCC). These would typically be other banks who are automatically accredited and fintechs who need to apply. It is…
