For Clients

Craig Mason provides an overview of its Digital Platform for AFSL

21 May 2021

Executive Chairman Craig Mason provides an overview of its digital platform for AFSL (Stockbroker/Financial Planner/Adviser) centric workflows for compliance, capital raising and operational efficiencies its competitive advantages & growth strategy.

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Why a human touch to financial advice automation is critical

23 September 2019

Whilst automation has come leaps and bounds over the past few years, investors and financial advice clients will continue to seek ‘the human touch’. There are several factors that weigh in on this, but predominantly clients enjoy the interaction, collaboration and advice that comes with one-on-one dealings with their financial

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Boosting customer engagement with automation

5 August 2019

Automation is reshaping how businesses engage with customers through the use of artificial intelligence and robotics. Whilst originally leveraged as an opportunity to reduce costs, automation is the new opportunity to boost customer engagement through improved communication and the ability for customers to serve themselves. In this digital era we

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How to manage stockbroker compliance cost effectively

11 July 2019

Whilst the Royal Commission into the Misconduct in Banking, Superannuation and Financial Services Industry may have concluded, the implications of the hearing and new compliance requirements will continue to affect the industry for years, if not decades. The question from many is now how to manage stockbroker compliance cost effectively.

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