Brokers split on digital platforms vs face-to-face service

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More than half of mortgage brokers are not concerned about increased competition from online broking platforms according to the latest MyState Bank survey of its national broker network. Nevertheless, almost a third of respondents are seeking to improve the digital capabilities of their businesses. More than 47% of brokers surveyed by MyState said that in […]

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ActiveLEAD.net launches client retention service for financial planners

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ActiveLEAD.net has introduced it’s ActiveLEAD service which assists client retention of financial planners when existing clients are making important decisions about their properties. ActiveLEAD will simply notify planners when any of the clients in their database are selling their properties. That’s it. This SMS notification then allows the planner to contact this client and potentially […]

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Are chatbots providing financial services?

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Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers. While some organisations may create their own chatbot software, most use a third party technology provider. In these cases, generally the software is licensed by the developer to the licensee organisation with or without support services. […]

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Financial services industry over confident and ill prepared when it comes to cyber security

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A survey of the financial services industry conducted by Kamino Cyber Security in October 2017 has revealed that most financial advisers, accountants and superannuation funds are not adequately prepared when it comes to cyber security – particularly in regard to the new Data Breach Notification Laws which came into effect in February 2018. The laws […]

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Online hub launched for expatriates: Expatme

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An online hub for expatriates to maximise their overseas experience and ensure they capitalise on investments while away has been formed. Expatme is an alliance of companies that provide international support to Australians who are either moving abroad, living abroad or coming back home. Expatme services cover immigration, tax & accounting, finance, estate planning, property investment, property […]

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AtlasTrend launches ‘Astro’ – Australia’s first voice-activated personal investment assistant

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AtlasTrend, the financial investment platform helping Australians invest in global trends, is launching Australia’s first voice-activated personal investment assistant, Astro, once again challenging traditional institutions and approaches to investing money. One of the first voice-activated fintech bots in Australia, Astro is available on Google Home, Google Home Mini and Google Assistant devices, and uses verbal commands […]

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Moneysoft makes client engagement more compelling with its new user interface

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Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface that cuts the time it takes professionals to analyse their clients’ key financial data. The launch follows a 12-month research and design process including extensive interviews and testing with a range of financial professionals who use Moneysoft’s […]

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Platforms actively combating cyber fraud: Investment Trends report

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Leading research firm Investment Trends has released its 2017 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Now in its fourteenth year, the report benchmarks 19 of the leading platforms in the industry across 522 key characteristics, providing unique insights into their […]

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AI-powered platform Nod completes $750K capital raise

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Nod, the artificial intelligence (AI) and natural language processing platform that generates documents in real-time for finance professionals, has raised $750,000 in capital in an oversubscribed funding round as the technology start-up now sets its sights on expansion. Founded by CEO Joel Robbie and Adam Parker, Nod’s mission is to remove all barriers for financial professionals […]

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The top security threats to financial services in 2018

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If you are a small to medium business (SMB), how is cyber security relevant to you? Because only the big companies like Sony and Equifax get hacked, right? RIGHT?! WRONG. The truth is, cyber criminals are turning their focus to small businesses, because they are soft and sweet – the low-hanging fruit, so to speak. […]

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