Media & Submissions

Righting the Wrong – Customer Remediation

30 August 2022

Remediation best practice and pitfalls are once again in the spotlight with the Commerce Commission’s consultation on its draft guidance and Waka Kotahi making news for its vehicle registration refund letters. The need to make good for prior errors, omissions and failures can be a vexing exercise for those ill-equipped. But it can also be the experience that strengthens trust and builds enduring customer relationships.

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Mosaic opens door on privacy training

Investment News – 17 July 2022

Privacy is having a moment.

Following an incessant flow of data breaches and the unauthorised release of personal information in recent years, governments across the world have created new legislative and regulatory regimes designed to protect consumers.

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Mosaic names NZ wealth veteran as partner

Investment News – 29 May 2022

Respected financial services industry figure, Tracey Berry, has added to the growing partner ranks at specialist consulting firm, Mosaic Financial Services Infrastructure.

Berry, most recently on contract as regulatory compliance manager for TSB, has a long history in the bank-based wealth management sector.

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Mosaic reveals privacy hires

Investment News – 8 May 2022

Privacy entrepreneurs Mark and Caroline Carver have joined fast-growing specialist consulting business, Mosaic Financial Services Infrastructure.

The Carvers will provide privacy consulting and training services to Mosaic clients as demand for personal data security rises in the increasingly digitised financial sector.

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Former Perpetual Guardian chief takes partner role at Mosaic

Investment News – 16 January 2022

Mark Jephson, ex Perpetual Guardian chief, has joined Auckland-based specialist firm, Mosaic Financial Services Infrastructure, as partner.

Mosaic founding partner, Myles Allan, said Jephson – who led Perpetual Guardian for almost two years ending August 2020 – would “add a complementary layer of expertise” to the consulting business…

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Kiwi Wealth invests for the future – MMCNZ

MMCNZ 6 December 2021

MMC Fund Administration Asset valuation, unit pricing, fund accounting and registry services – providing the engine room of the investment sector.; MMC Wealth Administration Investment administration, portfolio reporting and custodial services – setting clients free to accelerate their success.; MMC Fund Custody Safekeeping, trade instruction and matching, corporate actions and …

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Mosaic growth prompts COO hire

Investment News – 17 Oct 2021

Specialist consulting firm, Mosaic Financial Services Infrastructure, has named Jigs Jamnadas in the newly created position of chief operating officer (COO).

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Mosaic names ASB ops expert as partner

Investment News – 28 February, 2021

Mosaic Financial Services Infrastructure named Catherine Fletcher as partner in February – the fifth to earn the ranking in the fast-growing Auckland specialist consultancy firm.

Fletcher comes to Mosaic following an almost 11-year career at ASB where she was most recently general manager payments, operational support and service.

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Buisson boosts Mosaic fintech power; Taylor returns to fund-running at Pie

Investment News – 24 Aug, 2020

RegTech, digital transformation and the move to the cloud accelerate, financial services businesses will need guidance from independent sector specialists like Mosaic to help them make the most appropriate choices.

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Negative thinking: how NZ banks are prepping for sub-zero rates

Investment News – 13 Jul, 2020

Even before the global economy went viral this March, the Reserve Bank of NZ (RBNZ) was softening up the market for negative interest rates – or at least the idea of it.

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On being prepared: how BCPs have worked in lockdown

Investment News – 13 Apr, 2020

Despite the ever-present threat of pandemics, and a few trial runs (SARS, MERS and Ebola, for example), he said many BCPs focused on a disaster recovery event where the entire business shifted to a new site, instead of the prolonged work-from-home scenario playing out now.

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Mosaic doubles partner tally; Wong back to lead Mercer default push

Investment News – 8 Mar, 2020

Mike Stobbs: Mosaic partner. Specialist consulting firm, Mosaic Financial Services Infrastructure, has doubled its partner ranks in under a month with a second new appointment in February.

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Mosaic snares NZ Funds COO as partner; Stechman resigns Harbour board; ForBar buys lakeside advice firm

Investment News – 10 Feb, 2020

Stechman left Tower in 2008 following an 18-year career with the seminal NZ investment business, now part of Fisher Funds. He was also a trustee of the National Provident Fund and panel member for Financial Services Complaints Limited (FSCL).

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Faster KiwiSaver Bill!

Investment News – 28 Jul, 2019

For example, the IRD would be required to start accruing interest on member and employer KiwiSaver contributions from the exact time of payment until funds reach the end-scheme destination.

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The Act is here; now for some action

There was a danger FSLAA could be lost in the compliance mix, Allan said. “But FSLAA will fundamentally alter the way you do business across the organisation, It’s a substantial change management project.” he said.

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Industry climate change: why 2019 will be the hottest year on record for NZ financial services

But as front-end suppliers and advisers brace for the onslaught of FSLAB and regulatory review reforms due this year, other back-end services are also due for a revamp, according to DLA Piper Wellington principal, Alasdair McBeth.

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Financial consulting firm boots-up staff numbers as tech demand rockets

Investment News – 16 Dec, 2018

Auckland-headquartered financial technology consulting and implementation firm, Mosaic, has added half a dozen staff over the last few months as the digital transformation trend sweeps over the NZ industry.

Myles Allan, founding partner of the firm officially known as Mosaic Financial Services Infrastructure, said businesses across the sector were under pressure to update their technology… READ MORE

 

Morningstar sounds death knell for single-use robos

Investment News – 18 Nov, 2018

Resistance wasn’t futile: the first wave of disruptive robo-advisers has failed to breach the status quo, a recent Morningstar analysis has confirmed. Myles Allan, founder of Auckland-based consultancy firm Mosaic Financial Services Infrastructure, said the Morningstar research “aligns with what we’re seeing in the market”. READ MORE

 

Would you take money advice from a computer?

NZ Herald – 6 Jan, 2018
Kiwis are set to start getting financial “robo-advice” this year — a move tipped to help those on lower incomes but which some are warning comes with risks… READ MORE

 

Robo Advice to Cover the Spectrum of NZ Consumers

Scoop – Wednesday, 20 December 2017
Press Release: Mosaic Financial Services Infrastructure
New digital advice (DA) services expected to arrive in NZ next year will benefit a range of consumers from beginner investors through to high net worth individuals, according a new white paper published by Auckland specialist consulting firm, Mosaic Financial Services Infrastructure… READ MORE

 

Advice for robots: new white paper fills in blanks for NZ industry

Early next year the Financial Markets Authority (FMA) stands ready to welcome the first generation of fully-personalised (but potentially dehumanised) financial advice robots to NZ shores… READ MORE

 

The Mosaic ‘Bot or Not?’ white paper

Click here for a free copy of ‘Bot or Not: A guide for NZ financial services firms entering the Digital Advice age’.

 

Industry tech redesign puts Mosaic in the picture


Specialist NZ consultancy firm, Mosaic Financial Services Infrastructure, has doubled turnover over the previous 12 months as the industry looks to install technological upgrades across the value chain… READ MORE

 

 

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