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Showing 111 - 120 of 315 results for "Automation"

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... no longer a project, but already part of our operating rhythm," Clime said. The outcomes of the project include the automation of the renewal process for Clime Direct subscribers, launching an open wholesale advice solutions for Madison Financial Group ...

CFOs gain clout in ESG metrics

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... said. In this elite group of chief financial officers, Accenture pointed to three roles: economic guardians (such as, automation of traditional finance tasks and using cloud to identify new opportunities), architects of business values, and catalysts ...

New trading platform to launch

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
The trading platform that encourages long-term investing backed by automation is gaining ground with a new generation of investors. Retail trading platform Pearler gives investors the option to invest how they please or set up an "autoinvest" strategy ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... lead partner for analytics and cognitive technologies. He was also Australian lead partner in robotics and intelligent automation. Former Deloitte partners Kate Huggins, Maria Muir, Jerry Hsu, Ridhish Arora and Paul Jackson will also help build the tech ...

Technology a tool not a threat: Avaloq

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... industry changing ?, technologies such as cloud-based operating models, artificial intelligence (AI), data analytics and automation can work with human experience can enhance office functions. Avaloq interviewed several financial institutions and found ...

Aware Super in-houses fund administration

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... by Bravura's Sonata platform. It has in-built industry standard process orchestration to achieve high levels of automation and supported by a best-in-class ecosystem with the flexibility to evolve alongside client needs, according to Bravura. Sonata ...

Westpac scraps SG direct debits

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 21 SEP 2020
... pulls the plug on QuickSuper, a direct debit superannuation payment option for employers, there are fears the lack of automation could potentially worsen the unpaid super problem. On September 4, employers paying superannuation guarantee (SG) contributions ...

CoreLogic appoints financial services solutions head

ANNABELLE DICKSON  |  MONDAY, 7 SEP 2020
... position to help our customers find much needed efficiencies in their businesses through increased digitisation and automation, and explore future growth opportunities while keeping the regulators happy," he said. Vassiliev's appointment follows Milena ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY  |  MONDAY, 31 AUG 2020
... digital marketing, customer segmentation and journey mapping, communication plans, content strategies, data analytics and automation. Incumbents will need to prioritize three themes; enhancing the digital experience for both advisers and their clients ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... portfolio position, while reducing double-data entry into both systems, Class said. "We know that the provision of automation is a key issue for our current and future customers, as reflected in the recent Industry Trends SMSF Accountant Report," Class ...