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.Read more
We are pleased to make the following announcement:
+ Acquisition of ThinkCaddie; A new solution to meet and track CPD obligations under FASEA’s CPD legislation.
Complii is well positioned as a fintech compliance and technology driven business solutions provider seeking to benefit from the ongoing regulatory changes while also meeting the financial sector businessRead more
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 financialRead more
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 weRead more
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.Read more