by Sandeep Rao | Aug 17, 2019 | Financial Service
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,...
by Sandeep Rao | Apr 30, 2019 | Board members, Board of Directors, Features
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...
by Sandeep Rao | Feb 25, 2019 | General, Philosophy, Uncategorized
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...
by Sandeep Rao | Oct 20, 2018 | Financial Service
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. Clearly,...
by Sandeep Rao | Aug 3, 2018 | Financial Service, General
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...
by Sandeep Rao | May 24, 2018 | Financial Service
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...
by Sandeep Rao | May 10, 2018 | Financial Service, General, Philosophy
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 –...
by Sandeep Rao | Mar 28, 2018 | General, Philosophy
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,...
by Sandeep Rao | Mar 23, 2018 | Features
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...
by Sandeep Rao | Feb 26, 2018 | General, Philosophy
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...
