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| | | ... and customers' needs and expectations have risen dramatically. They want tailored interactions that are quick, easy and online," McCormack said. "The advisers we speak to see that, and are now revisiting the way they engage with their customers and give ... |
| | | | ... innovations promoted at the time was a downloadable 'FutureYou' calculator, converting the current price of items online to the future value of the money members are forfeiting in retirement. "A $100 dress that you buy today means that a future ... |
| | | | ... year, Sequoia completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced a number of strategic investments, including the ... |
| | | | ... million, a series A funding of $6 million in 2016 and prior seed capital. It currently has one client in Australia, an online securities broker, Quantifeed Australia head of strategic partnerships Graeme Brant said. "They were actually the first client ... |
| | | | ... well as that of their clients. The bank is working with health and wellbeing company Mindstar, which has developed the online portal containing tools and educational material about mental health. The portal will also offer support for small-business ... |
| | | | ... exploitation. The campaign hopes to establish a standardised power of attorney order across state and territories, with an online register and a designated safe place to report suspected abuse, she said. Bligh said the agreement by the nation's top lawmakers ... |
| | | | ... investors and financial planners can use the functionality, previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. Simply Wall St analyses more ... |
| | | | An ASX-listed fintech partnered with an online financial literacy hub to expand its distribution strategy and launched a new financial wellness program. Marketplace lender Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee ... |
| | | | ... also ensure super funds and trustees meet their obligations under the Insurance in Superannuation Code of Practice with online access to performance data. Already in use with 26 funds, the tool was developed in response to trustee feedback, according ... |
| | | | ... basis, while the remaining 46% post either weekly or monthly. "This is far from ideal when you consider our customers engage online every day with Facebook, Google and Amazon," Netwealth joint managing director Matt Heine said. "Our new competitors are ... |
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