A decisive shift towards a personalised financial advice model will happen within the next few years and planning for it is critical.
This insightful article from our CEO Andrew Walsh is still very relevant as financial advisers, brokers, wealth and investment managers assess their position for the long term.
As we look ahead to 2020, wealth managers must master the digital client experience or risk becoming increasingly irrelevant to consumers.
This practical piece from our Group Product Executive Aaron Knowles asks some important questions like whether the digital propositions currently offered by wealth managers are enough and how you can achieve the next level of digital engagement to win clients' trust, business and loyalty.
In 2018, regulation put data firmly in the spotlight. But multiple data sources and systems mean data is still a major problem for most businesses and must be made a priority in 2019.
In this article our CEO Andrew Walsh gives an insight into one of his greatest frustrations - when bad data happens to good businesses - and why they must look beyond data for protection and compliance to get data advantage.
Saranac Partners tells us how technology helps meet the needs of the high net worth.
A member of our team captured the excitement and spirit of the event.
Create a service that your clients remember you for.
How a totally integrated process makes relationships flourish.
An update on what our product teams are working on.
Our global hackathon transcends just coding says group executive of people, Julia McNeill.
Australia's Royal Commission brings themes into focus which resonate beyond financial services down under.
UX architect, Nick Elliott, explains how innovation and technology helps us help you.
There’s one thing you must prioritise says our CEO, Andrew Walsh.
How we're creating 'Balance for Better' at IRESS.
Why we've become the first company to hire a refugee through the Talent Beyond Boundaries initiative.
How bold ambitions for growth and new technologies are transforming financial services in PNG.