Posts tagged daniel de marinis
Celebrating 500 Merger, SFT and Platform Transitions  
Celebrating 500 Merger, SFT and Platform Transitions  

Heightened merger, successor fund transfer and digital transformation activity in superannuation has seen QMV reach the 500 milestone in transition capability. To mark this achievement, we have interviewed a mix of our most experienced transition experts on their personal approach, important traps to be aware of and of course the secret sauce!

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superannuation, technology, dataGuest Usermerger, transition, sft, successor fund transfer, qmv, anthony forbes, adele rose, warren lukey, daniel de marinis, anne-marie lyons, adele rosedata, data, data quality
Make Way Superannuation Complaints Tribunal (SCT) Here Comes The Australian Financial Complaints Authority (AFCA)
Make Way Superannuation Complaints Tribunal (SCT) Here Comes The Australian Financial Complaints Authority (AFCA)

The Australian Financial Complaints Authority will replace the Superannuation Complaints Tribunal; the Financial Ombudsman Service (FOS); and the Credit and Investments Ombudsman (CIO), no later than 1 November 2018.

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superannuation, regulation, riskGuest UserSuperannuation Complaints Tribunal, SCT, Australian Financial Complaints Authority, AFCA, complaints, complain, Financial Ombudsman Service, FOS, Credit and Investments Ombudsman, CIO, insurers, financial, trustees, superannuation, funds, financial services, Internal Dispute Resolution, IDR, ASIC, External Dispute Resolution, EDR, directors, cost, Treasury, current claims, closed, open complaints, investigate, Product disclosure, member statement, dispute, complaince, compliance, administrator, daniel de marinis, consultant, lead consultant, advisory, wealth
ASFA Conference 2017 - The Underlying Truth
ASFA Conference 2017 - The Underlying Truth

The underlying truth of ASFA 2017 was that if your data quality is not there, there is nothing a superannuation fund, insurer, bank or any company can do with any degree of success or comfort that it is fail proof (be that decision making, innovation, transformation or just good governance).

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data, events, superannuation, wealth managementGuest UserASFA Conference 2017, asfa, daniel de marinis, lead consultant, kim beazley, consumer behaviour, superannuation, data, data quality, royal commission