Search Result: ytml

Oct
08

YTML opens Seido Financial Advice App Store

YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the […]

By Australian FinTech | FinTech
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Sep
19

Financial Planners set to benefit from YTML and SuiteBox partnership

Financial advisers have been given another boost in the race to digitalise their businesses with the recent tie-up between SuiteBox, a virtual meeting platform designed for financial risk compliance, and YTML, creator of Seido, an integration hub that connects fintech applications that results in a more efficient way to deliver advice. The partnership between YTML and […]

By Australian FinTech | FinTech
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Jul
12

Proactive approach to compliant marketing needed: YTML

Recent interventions by ASIC, like cracking down on the use of words such as ‘independent’, highlight the need for Australian Financial Services Licensees (licensees) to be more careful about the wording of their own marketing materials and be more proactive about monitoring and approving the material being used by their advisers, according to fintech, YTML. YTML […]

By Australian FinTech | FinTech
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Jun
25

YTML transforms high volume SOA changes

Fintech YTML has rolled out its newest automated solution which is helping to quickly generate high volumes of personalised Statements of Advice (SoAs) for simple advice. Terri Ho, YTML General Manager, Advice said having to write SoAs or RoAs for a change impacting a large group of clients is one of the most time-consuming, frustrating […]

By Australian FinTech | FinTech
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Aug
03

YTML: ASIC’s example SoA ‘not balanced’

Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA provided in […]

By Australian FinTech | FinTech . Insurance
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Jun
15

More openness required to progress advice industry says YTML

The advice industry will struggle to  take the next major step in its evolution unless more innovative solutions are delivered to market.  According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with providers […]

By Australian FinTech | FinTech
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May
26

YTML: Focus on what you can change

Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it […]

By Australian FinTech | FinTech
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Mar
30

YTML

The Advice and Technology People

By Australian FinTech |
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