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. Clearly,...
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 –...
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...
Bondle redefines Business Messaging
Bondle announces the introduction of two new features to kick start 2018. Sandeep Rao, CEO Bondle says “As a leading client engagement platform, we are committed to introducing innovative features that provide an exceptional user experience”.