Book a free call
Insights

Plain language, no hype.

What AI agents cost, how they compare to the tools you already know, and how agentic workflows actually run, written for South African business owners.

16 August 2026 · 6 min read

FSCA record of advice requirements: the section 9 checklist

What the FSCA actually expects in a record of advice under section 9 of the FAIS General Code of Conduct: required contents, retention, and the gaps that surface in audits.

Read the article

16 August 2026 · 7 min read

POPIA and AI tools: can your firm use AI with client data?

Responsible party vs operator, the section 19 safeguards, cross-border transfers, and a practical checklist for South African firms putting client data through AI tools.

Read the article

16 August 2026 · 5 min read

How long does a record of advice take? The real numbers

The real time cost of manual RoA drafting for a South African practice, what it adds up to per adviser per year, and what changes when an agent drafts from meeting notes in minutes.

Read the article

13 August 2026 · 6 min read

MIT tested AI financial advice. The catch is in the question

MIT Sloan researchers simulated lifetimes of AI financial advice: surprisingly good outcomes, but the quality depended on how the question was asked. Why that gap is exactly what professional advice practices should notice.

Read the article

5 August 2026 · 6 min read

AI in financial planning: what 6,000 planners told the FPSB

Global FPSB research shared by the FPI shows two-thirds of firms are adopting AI. What the numbers say, what planners actually use it for, and what it means for South African practices.

Read the article

5 August 2026 · 7 min read

What is a record of advice? A plain-language FAIS guide

What section 9 of the FAIS General Code of Conduct actually requires in a record of advice, the gaps that trip up practices in audits, and how AI helps without touching the advice itself.

Read the article

5 August 2026 · 7 min read

AI for law firms in South Africa: what actually works in 2026

Beyond the hype: where AI genuinely earns its keep in a South African practice (matter analysis, chronologies, contract review), where it does not, and how to adopt it without confidentiality risk.

Read the article

22 July 2026 · 7 min read

What does an AI agent cost in South Africa?

Honest 2026 price ranges for AI agents in South Africa: setup fees, managed monthly costs, what drives the price up or down, and how to compare quotes.

Read the article

22 July 2026 · 6 min read

AI agents vs RPA: which fits your business?

RPA clicks through screens; AI agents read, judge and act. Where each wins, where they fail, and how South African businesses should choose in 2026.

Read the article

22 July 2026 · 6 min read

What is an agentic workflow? A plain-language guide

Agentic workflows explained without hype: what an AI agent actually is, what a workflow becomes when an agent runs it, and a worked South African example.

Read the article

Rather talk it through?

Bring one workflow to a free 15-minute call and we will tell you honestly whether an agent can run it.

Book a free 15-minute call