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Is your business compliant?

67% of businesses are unknowingly not up to date with ASIC compliancy. If an audit happened tomorrow, are you prepared?

 Our aim is simple; to use advanced technology, such as AI, to address one of the biggest challenges facing the financial services industry.

How we can help your business

For AFSL

  • Retain & attract top Compliance Trust

  • Seamless real-time integration & visibility of advice between AFSL & CAR

  • Remove hidden skeletons & proactively identifying & avoiding risks before they occur

  • Centralisation & visibility of data to drive insight-based decision-making

  • Proactively align with industry regulatory changes both current & historical to reduce litigation & penalties

  • Retain & attract more CARs as premium AFSL with AI compliance technology

  • Always 'regulator-ready'

For CAR

  • Protect & improve the Book value through a technology-based compliance framework

  • Retain clients through consistently providing high-quality advice & documentation

  • Consistently deliver pre-vetted, quality compliant advice

  • Seamless real-time integration & visibility of advice between AFSL & CAR

  • Informed support from AFSL in event of complaints

  • "Path to Increasing Sale Value for Advice Businesses: Using Management Information Systems for systematic & organised processes, reporting & reviews" - Money Magazine

 

Is your business at risk?

​“46% of business executives say they use AI to manage risk, fraud, and cybersecurity threats”.

PwC 

December 2018

Australian financial planners are under immense pressure since the Hayne Royal Commission and the pressures to have the right process and software tools in place are increasing. 

Is your business prepared?

 
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Contact Us

Contact the Circle8 team for a no-obligation evaluation. We will quickly assess your compliance capabilities and provide feedback on how the Circle8 solution can help.

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