BONDLE BLOG
Useful Articles, Industry Best Practices & Case Studies.
iOS release March 2020
The March 2020 release marks the biggest upgrade to our iOS app with a suite of new features being introduced to benefit you. The features can be categorised into the following sections: A new viewer for PDF & images Introducing PDF and image annotations...
COVID-19, social distancing and remote collaboration
WHO has declared COVID-19 a pandemic. The implications of this virus will be far reaching, impacting supply chain, financial services, airlines and tourism industries to name a few. I believe it will challenge the survival of many small businesses. As such,...
The rise and fall of emails
With over 3.9 billion email users and around 6 billion email accounts in operation, email is the most important and widely used communications medium on the internet. It is estimated that a staggering 2.93 billion emails are sent around the world EVERYDAY – that is...
A new web user interface for an enhanced user experience
Today, we are pleased to announce a major upgrade to the Bondle web version. With this release, we are introducing two major features that have been in the works for a few months: 1. You will be able to organise your conversations into meaningful groups through...
Are financial advisers aware and in control of their fiduciary responsibilities?
During our recent work with C-level executives and Directors, we found more focussed discussion on the topics of trust and fidelity, the cornerstones of fiduciary duty. In the Australian financial advice space, there has been extensive focus on a compliance regime,...
Up with the flow
Focus on addressing governance matters, not on grappling with multiple systems. Combining messages, documents and tasks onto a single platform is the smart way for directors to stay ahead of the game. “Bondle is the one place where everybody knows they can get up to...
5 proven client engagement strategies
Client engagement is about encouraging your clients to interact and experience the proposition you create for them as a business. Firms that pay attention to client engagement are focused more on value demonstration, than on revenue extraction. Whether you are a...
Leverage technology to minimize compliance breaches
Earlier this month the Australian Securities and Investments Commission (ASIC) announced the investigation of substantial breaches with respect to Fee Disclosure Statements (FDS) and renewal notice administration across a range of small and large licensees....
Reimagining compliance before the Royal commission enforces it
One of the obvious outcome from the ongoing Royal Commission enquiry is increased compliance, according to most reports. However, I am yet to meet a financial adviser who craves more compliance or a client who chooses an adviser because of their “compliance based...
Three ways to build trust with clients in financial services
It is hard to look at the news related to Australian Financial Services and not find scores of references to a “Trust Deficit” across the value chain. We know that society needs trust because it operates at the juncture of confidence in what is known from everyday...
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