Libby Toudouze’s Post

🚫⛔️🙅♀️😱😑🤷♂️ Can innovation that “nobody needs” actually go viral globally? They can when the current providers of solutions to a community ask (and answer) the wrong questions. Several years ago when Kirsty Du Toit CFP ® ,Bennie Gouws, CFP® CA(SA) and Gary Winslow had the entrepreneurial insight to expand Asset-Map to #SouthAfrica ‘s financial advice market they were asking the unasked question. How can professional advisors differentiate and deliver more engaging advice using the same process as everyone else? How can we help the customer of financial advice be better served by getting new insight and confidence about their financial condition using technology? They learned about a promising solution from a review by Michael Kitces early in Asset-Map’s scaling journey, reached out, and burned their boats. It’s amazing to see how they have literally built a category of advice that nobody asked for. Most traditionalists claimed “nobody needs that!” (which of course made the journey that much harder). And today they are showing firms a glimpse of what can be done when we help our clients just see their financial life with clarity- when we help them diagnose financial well-being faster than ever, and create engagement through PARTICIPATION, not just presentation. Major congrats to Asset-Map ZA for their vision when no one seemed to notice- for their hard work evolving the status quo -for their passion around the advice business -for their and their families’ sacrifice to bring a vision forward. This is a milestone achievement in recognituon, and we’re awfully proud of you. 👍 👏 🏅 #LeadWithAdvice

Shaping your Governance & enabling better decision making. Do you know what your operational resilience looks like? Most don't. Simplifying the understanding of operational resilience, and enabling the necessary capability required to enhance it, has just been made a whole lot easier. Want to know more about ORI? Talk to one of the team today #ori #operationalresilienceindex #operationalresilience #businessresilience #crisismanagement #data #insights

Great webinar with insights on the challenges Asset Servicing firms are facing:   In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/ehee7pJK

Moving your investors, clients, counterparties, and assets from first-touch to signature can often feel like this red squiggle. But when you take a special caring interest in this incredibly important onboarding journey - blending the regional compliance framework of IQ-EQ & MaxComply™ - every one of our users should experience the simpler blue example. Exciting near-term upgrades are on the horizon, and the team are excited to help our clients benefit the most from these high-impact enhancements. Tap here for our homepage - where we share interactive materials, case studies, videos, and published insights surrounding the evolving trends in the world of digital onboarding. https://lnkd.in/eA2vX55Q IQ-EQ #maxcomply #digitalonboarding #aml #kyc #compliance #investorkyc #clientonboarding Chris Coombs Mihai Craciun Adam Walsh Victoria Fraser Marian Dobre Justin Partington Jacques Vermeulen John Legrand Ed Beale Lorraine Catt Kerrie-Ann Whyte Joe Woodbury Lindsey Stelter Andrew Frost, CAIA Jack Standen Stéphane Carlig Marco Panizza Aleksej Lazaruk Kyle Taylor Ahmed Khan Asher M. Katerina Angelovska Verity Morgan-Jones Mark Wilson Aleesha Mawhinney Orlagh McNicholl Michael Strug Riccardo Zorzetto Riccardo De Francesco Francesco Cavallini Sukanya Lal

Something very exciting is coming early next year from Moody's! It’s Maxsight ™ – our new platform for unified #RiskManagement, which will unlock the power of shared intelligence across your organisation. With it, you’ll be able to tackle all segments of risk and #Compliance and integrate them into a single, coherent workflow. Take onboarding, for example. Thanks to Maxsight ™’s integration with our comprehensive entity and risk databases and its orchestration capabilities, you’ll be able to create an end-to-end workflow – from onboarding to continuous monitoring. As a result, you’ll be provided with a complete risk view of your entire counterparty network at all times. The best part? You can tailor each workflow to your specific risk appetite and needs, meaning you can easily handle all #KYC, #AML, and #TPRM processes in a way that’s best suited to your organization. Check out the video below for a quick overview of Maxsight ™ or get in touch for more details.

Have you ever wondered what’s the key to seamless financial integration? 🔗 The answer is in front of you. FYNOPS is your beacon of hope for businesses navigating multiple payment gateways. It’s time you integrate, manage, and excel with ease. Simplify your financial management operations today. Book Your Complimentary Demo Today https://lnkd.in/eTsRS_q9 #IntegrationMadeEasy #FYNOPSSolution

Advisors, now is your chance to see GReminders + Wealthbox partner up for a webinar on best practices for automating your annual reviews. Sign up here 👉 https://lnkd.in/g_Qe3Yy9

Go Chelsea! Insightful conversation about impact and innovation in fintech, and the evolution of the relationship between banks and fintech companies (spoiler alert: from adversaries to allies).

Please join FENERGO for an upcoming Webinar... In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial.   Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/enqkWw7M

Please join us in our webinar, The Efficient Style Frontier - Balancing Growth and Value Managers for optimal risk adjusted returns, on June 27th. Register here: https://lnkd.in/enMSXyfK #factoranalysis #stylefactors