BONDLE BLOG
Useful Articles, Industry Best Practices & Case Studies.
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...
Australians, it’s time to wake up and take control of your financial future
The storm that has brewed since the Royal Commission enquiry began has been a spectacle of “Shock-and-Orr” for sure. We have seen everything from forged signatures to “fee for no advice” to client misrepresentation. Clearly a series of controls failed - consistently...
Empathy in Advice Business
Product manufacturers are able to not only articulate features and benefits of their offering but also allow customers to try before they buy. However, it is much harder for service-oriented businesses to communicate their value proposition to prospects. In general,...
New Bondle features out today – tasks, templates, dashboard and more
It’s an exciting day for Bondle and for our many customers. Today, we announced new features and enhancements that help make Bondle your ideal partner for professional client engagement. As always, if you’d like a personalized tour of Bondle, please contact us. Let’s...
In Trust We God
Recently, I came across the official motto of the United States of America – “In God we Trust” and it got me thinking. Setting aside the political or the religious aspect of this phrase, I wondered how the concept of trust has evolved over time and why it is getting...
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