Skybound Wealth is consistently ranked among the best financial advisors globally.
The awards were hosted by the International Compliance Association to mark their 20th Anniversary and acknowledge the outstanding achievements, innovation, and teamwork in regulatory compliance to combat financial crime.
Lisa Dean - Head of Compliance commented:
“It is a privilege to receive one and be nominated for two awards for the ICA's debut awards and is a tribute to both the high standards practiced throughout Skybound and an acknowledgement to the hard work and dedication of the compliance team and the company as a whole.”
Tech Champions
Companies shortlisted in the Tech Champion category have demonstrated how they quickly adapted and used technology to elevate both processes and communication channels, leading the way for compliance in their respective sectors. In their comments, the judging panel recognized the Skybound Wealth Advice Suite and the Product Matrix in particular, stating:
“This is definitely a well-positioned financial wealth planning platform. Increasingly the use of technology would, to a differing extent (depending on jurisdictions), replace the face-to-face financial advisory for the non-accredited investors, in time to come.
Not only will a potential investor have access to different product providers and wealth planning solutions, but it will also facilitate a more dynamic non-human interface.”
On the award, Skybound Wealth CEO Lyon Botha said:
“Over the last 18 months, Skybound Wealth’s Compliance Division has worked in tandem with other teams to help improve operational efficiencies, enhance learning programs for Advisors and Associates, and ensure that client interests remain at the core of the business."
This inaugural ICA Tech Champion award follows on from two International Advisor Digital Innovation awards at the end of 2021, and with the full launch of the Skybound Advice Suite on the horizon, Skybound’s commitment to harnessing tech to provide an industry leading service advice is clear for all to see.