our Client

Digital Engagement, CEO Insights

Embedded Wealth Management: blurring the traditional boundary lines

Embedded finance has been around for some time. Embedded finance providers have enabled companies to bridge the gap between themselves and...

Read more
CEO Insights

Using tech to hard code-in best business practices and processes.

Since the 2008 financial crisis, the compliance role has undergone significant change and growth as companies expanded the compliance...

Read more
CEO Insights

KiwiSaver tools and portals key for member value & retention

Having surpassed $62billion as of December 2020, total KiwiSaver funds under management (FUM) continues to grow, albeit more slowly than in...

Read more
CEO Insights

2021: Opportunities lie in uptake of wealth technology

2020 will forever be remembered as the year of rapid changes. Many wealth and asset managers were left scrambling to pivot their business...

Read more
Digital Engagement, KiwiSaver

Quality digital engagement is key to improved investor satisfaction

The recent KiwiSaver satisfaction survey by Consumer New Zealand revealed some interesting figures in terms of general fund knowledge and...

Read more
CEO Insights

Differentiation is in the eye of the digital beholder

When the first case of Covid-19 in December 2019 was reported, no one predicted the profound impact it would have on the world. From...

Read more
Digital Engagement

Investors driving fintech demand spurs financial services growth

What do you get when you combine a pandemic, forced global quarantine and stock market volatility with a hint of boredom and curiosity?...

Read more
Wealth Advisors

Man & machine: what does the future wealth advisor look like?

Kiwis are living longer than ever before, with the average life expectancy increasing from 69 years in 1950 to just over 82 years in 2020....

Read more
Digital Engagement, Wealth Advisors

Robo-what?

Robo-advice, digital advice, robo-advisor… these terms are becoming commonplace in the financial services sector. However, many...

Read more