DOCSLIB.ORG

AGM Chairman's Address and Presentation

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
AGM Chairman's Address and Presentation ASX RELEASE 26 November 2019 AGM Chairman’s Address and Presentation Sydney, Australia; 26 November 2019: Attached is the Chairman’s address together with the presentation to the Annual General Meeting of Cashwerkz Limited (ASX: CWZ), to be held at 11:30am today. The AGM will be recorded and audio will be available via our website today. To access the meeting, participants can register via the following link: https://zoom.us/meeting/register/7d91299a127edd4234538d7d4481ef37 Further Details: John Nantes Executive Chair [email protected] Cashwerkz Limited The Cashwerkz Limited group of companies delivers an innovative online cash management marketplace in term deposit and At Call, whilst providing funding to over 49 Authorised Deposit taking Institutions and servicing financial advisers, direct investors, wholesale and institutions. Listed on the Australian Securities Exchange (ASX: CWZ) the group is headquartered in Australia. Cashwerkz Technologies Cashwerkz Technologies Pty Ltd (Cashwerkz Technologies) leverages the latest technology to deliver an innovative and streamlined approach to investing in At Call accounts, term deposits and bonds, meeting the growing demand for a trusted, reliable and secure online platform direct investors and financial professionals can manage their defensive assets and transact cash investments seamlessly. Cashwerkz Technologies is a subsidiary of its parent company, Cashwerkz Limited alongside fixed interest solution experts, RIM Securities. RIM Securities RIM Securities established over 15 years ago, is the independent fixed income specialist arm of Cashwerkz Limited. RIM securities have extensive experience in searching for the value to deliver stable income solutions to all types of investors who require custom solutions or access to wholesale markets across cash, term deposits and fixed bonds and floating rate notes. Trustees Australia Limited Trustees Australia Limited delivers trusted, responsible entity services to fund managers and investors requiring bespoke solutions. www.cashwerkz.com.au | @cashwerkz Chairman’s Address Cashwerkz Limited Annual General Meeting 26 November 2019 Good Morning, On behalf of the Cashwerkz Board, it is with great pleasure that I welcome you to the 2019 Annual General Meeting. This year we have been pleased with achieving significant growth of funds on the platform, innovating and evolving Cashwerkz from a portal to a marketplace, expanded partnerships with wealth platforms and execution of key contracts with a number of institutional investors. It is important to note that even with the successes of the above milestones in a 12-month period, and though it is typical that these revenues will take some time to build, we expect these will play an important role in establishing and enabling the Company to grow its footprint within the market. The Cashwerkz platform is unique and by far one of the most innovative exciting technologies of its kind. The magnitude of possibilities for creating better investor opportunities is exceptional when you consider that Cashwerkz is potentially applicable to the entire banking and finance sector including the major banks. The Cashwerkz Group has committed to a define strategic direction for 2020, which includes increasing the number of strategic partnerships and diversifying the product offering to include US dollar cash management products to corporates and institutional investors. With continued technological innovation of the platform, we will roll out a customised middle market solution and are working with other wealth platforms to innovate cash management solutions for their advisers. It is important to note that the Cashwerkz marketplace is a genuine global product, which provides investors with access to 49 ADIs and we have international aspirations. The Cashwerkz team works assiduously to commercialise the platform across all sectors within the finance industry. Indeed, the next 12 months should prove to be very exciting for shareholders. The success of Cashwerkz relies on a small and talented team of 30 people who work diligently and expertly across our diverse business. I commend Hector Ortiz for his determination and leadership and the whole Cashwerkz team for their tenacity and commitment, in bringing an idea from think-tank to market, achieving multiple approvals and agreements whilst continuing to develop our product range via the marketplace. We are also proud of our performance driven culture. Working with a sense of urgency, innovative thinking and collaboration are central to our shared values. Our people have a strong sense of how their work benefits everyday investors and Cashwerkz is focused on responsible practices regarding regulation, sustainability and governance. Page | 2 In addition to thanking our employees, I would like to thank my board colleagues for their insights and commercial acumen throughout the year. Michael Hackett, Brook Adcock and Nathan Leman who have been part of the journey since merging Trustees Australia and Cashwerkz in 2017, and Craig Swanger, although newly recruited brings a wealth of knowledge and experience in fintechs, which will drive strategy and growth. And last to our shareholders, I thank you for your continuing support. Today, Cashwerkz is very well positioned with innovative technology, financial resources and human capabilities to enable the Company to generate significant value for shareholders, while delivering better opportunities to investors. With the recommended changes resulting from the Royal Bank Commission, the changing business models of IFAs, and the broader acceptance of fintechs in Australia by all investor types, Cashwerkz is well placed to execute its strategy and very much looks forward to 2020. Thank you. John Nantes, Executive Chairman Page | 3 2019 Annual General Meeting 1 1 DISCLAIMER Disclaimer: Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Limited (ACN: 010 653 862). Cashwerkz Group I Cashwerkz Limited ABN 42 010 653 862 AFSL 260033 | Cashwerkz Technologies Pty Ltd ABN 70 164 806 357 AFSL 459645 | RIM Securities Ltd ABN 86 111 273 048 AFSL 283119 | Trustees Australia Limited ABN 63 010 579 058 AFSL 260038. This Presentation contains general information only and is, or is based upon, information that has been released to ASX. This document is not an invitation, offer or recommendation (expressed or implied) to apply for or purchase or to take any other action in respect of securities and is not a prospectus, product disclosure statement or disclosure document for the purposes of the Corporations Act 2001 (Cth) and has not been lodged with ASIC. Investment Risk An investment in Cashwerkz Limited (‘CWZ’ or ‘Group’), is subject to known and unknown risks both specific to CWZ and of a general nature, some of which are beyond the control of the Group. Such risks either may individually or in combination adversely affect the future operating and financial performance of CWZ, its investment return and value of its securities. There can be no guarantee, and the directors and management give no assurances, (notwithstanding that they will use their conscientious best endeavours), that CWZ will achieve its stated objectives or that any forward-looking statement or forecast will eventuate. Forward-Looking Statements This Presentation contains certain statements that may constitute forward-looking statements or information (“forward-looking statements”), including statements regarding the use of proceeds of any funds available to the Group. These forward-looking statements are based on certain key expectations and assumptions, including assumptions regarding the general economic conditions in Australia and globally, industry conditions in Australia and the intended operations of the Group. These factors and assumptions are based upon currently available information and the forward-looking statements contained herein speak only as of the date hereof. Although the expectations and assumptions reflected in the forward-looking statements are reasonable in the view of the Group’s directors and management, reliance should not be placed on such statements, as there is no assurance that they will prove correct. This is due to forward-looking statements being subject to known and unknown risks, uncertainties and other factors that could influence actual results or events and cause actual results or events to differ materially from those stated, anticipated or implied in the forward-looking statements. These risks include, but are not limited to: uncertainties and other factors that are beyond the control of the Group; global economic conditions; risks associated with the financial markets; interests rates; bond prices; operational and seasonal risks associated with customer’s cashflow requirements; delays or changes in plans; specific risks associated with the ability to meet software development commitments and capital expenditures; and risks associated with securities market volatility. The Group assumes no obligation to update any forward-looking statements or to update the reasons why actual results could differ from those reflected in the forward-looking statements, except as required by Australian securities laws and ASX Listing Rules. © 2019 Cashwerkz Limited 2 Cashwerkz Board John Nantes Brook Adcock Craig Swanger Nathan Leman Executive Chairman Michael Hackett Director Non-Executive Director Director Director Nathan was appointed as a director John holds three bachelor degrees Brook has already
Load more

Recommended publications
  • S Sh Ow Wc Car Rds S
    Morgan Gallup Poll SSHOWWCCARDS Yoour Opinion Counts Your answers to all questions will be treated in strict confidence and only used for statistical purposess. ACT Rounds: 2448 / 2449 / 2450 / 2451 PAGE 1 ACT ROTATION 4 4/4 x:\systems\database\cards\docs\2500\2080.doc Front page - ACT A 2 ES 2448 / 2449 / 2450 / 2451 PAGE 1 Alfa Romeo Holden Kia Mini Tesla 8501 Giulia 1531 Acadia 7930 Carnival 9545 Cabrio/Convertible 0603 Model 3 8499 Giulietta 1230 Astra 7344 Cerato 9544 Clubman 0601 Model S 8502 Stelvio 1110 Barina 7540 Optima 9540 Cooper/Hatch 0602 Model X 1832 Captiva 7343 Picanto 9541 Countryman Audi Toyota 1886 Colorado 7215 Rio Mitsubishi 8636 A1/S1 4120 86 1512 Commodore Tourer 7347 Rondo 3110 ASX 8696 A3/S3 4121 C-HR 1506 Commodore 7216 Sorento 3201 Eclipse Cross 4320 Camry/Camry Hybrid 8693 A4/S4 3210 Lancer 1602 Equinox 7348 Soul 4200 Corolla 8738 A5/S5 3230 Mirage 1570 HSV (Holden Special 7213 Sportage 4214 Fortuner 8694 A6/S6 Vehicle) 3713 Outlander PHEV 7142 Stinger 4830 Hiace 8727 A7/S7 1112 Spark 3711 Outlander Land Rover 4820 Hilux 8695 A8/S8 1819 Trailblazer 3235 Pajero Sport 9840 Defender 4861 Kluger 8728 Q2 1879 Trax 3860 Pajero 8726 Q3 9831 Discovery Sport 3820 Triton 4950 Landcruiser Honda 8737 Q5 9830 Discovery Nissan 4880 Prado 9721 Range Rover Evoque 4116 Prius C 8735 Q7 7300 Accord 5386 350Z/370Z 9615 Range Rover Sport 4117 Prius V 8699 TT 7303 City 5401 Juke 9611 Range Rover Velar 4115 Prius 7200 Civic 5387 Leaf BMW 9610 Range Rover 4760 RAV4 7840 CR-V 5850 Navara PAGE 2 PAGE 2 8446 1-Series 4730 Tarago 7841
    [Show full text]
  • Financial Stability Review April 2021
    Financial Stability Review APRIL 2021 Financial Stability Review APRIL 2021 Contents Overview 1 1. The Global Financial Environment 5 Box A: The Transition Away from LIBOR 16 2. Household and Business Finances in Australia 23 Box B: Risks in Retail Commercial Property 32 3. The Australian Financial System 37 Box C: What Did 2020 Reveal About Liquidity Challenges Facing Superannuation Funds? 48 4. Domestic Regulatory Developments 53 5. Copyright and Disclaimer Notices 59 The material in this Financial Stability Review was finalised on 8 April 2021 and uses data through to 8 April 2021. The Review is published semiannually and is available on the Reserve Bank's website (www.rba.gov.au). The next Review is due for release on 8 October 2021. For copyright and disclaimer notices relating to data in the Review, see the Bank's website. The graphs in this publication were generated using Mathematica. Financial Stability Review enquiries: Secretary's Department Tel: +61 2 9551 8111 Email: [email protected] ISSN 1449–3896 (Print) ISSN 1449–5260 (Online) © Reserve Bank of Australia 2021 Apart from any use as permitted under the Copyright Act 1968, and the permissions explicitly granted below, all other rights are reserved in all materials contained in this publication. All materials contained in this publication, with the exception of any Excluded Material as defined on the RBA website, are provided under a Creative Commons Attribution 4.0 International License. The materials covered by this licence may be used, reproduced, published, communicated to the public and adapted provided that the RBA is properly attributed in the following manner: Source: Reserve Bank of Australia 2021 OR Source: RBA 2021 For the full copyright and disclaimer provisions which apply to this publication, including those provisions which relate to Excluded Material, see the RBA website.
    [Show full text]
  • The Rise of the Neo-Bank
    The rise of the neo-bank yieldreport.com.au/insights/the-rise-of-the-neo-bank/ 13 January 2020 By guest contributor Jake Jodlowski, Principal, Atchison Consultants Given the continued reputational damage suffered by the big four Australian banks throughout and post the Banking Royal Commission hearings, bank customers and investors may be looking for alternatives. Whilst still in its infancy, Australia’s banking and credit start-up sector has grown leaps and bounds in recent years, with Afterpay Touch Group (ASX: APT) and Zip Co Limited (ASX: ZIP) being high-profile examples. Although the “buy-now, pay-later” (BNPL) sector has received most of the media coverage, the development of so-called “neo-banks” has also started to gain momentum. Neo-banks are best described as traditional banks without a bricks and mortar presence, with their entire offering supplied through digital means, usually through an app and on-line platform. They are fully functioning deposit-taking institutions and therefore fall under the supervision of the Australian Prudential Regulation Authority (APRA). APRA must provide a license before an institution may accept customer deposits. An unrestricted banking license permits a corporation to operate as a “banking business” and therefore an authorized deposit-taking institution (ADI) without restrictions under the Banking Act 1959. Part 5 of the Banking Act defines “banking business” as consisting of both taking deposits (other than as part-payment for identified goods and services) and making advances of money, as well as other financial activities prescribed by regulations made under the Banking Act. The arrival of neo-banking in Australia follows the emergence of start-up banks like Monzo and Starling in the UK.
    [Show full text]
  • Market Insight – October 2020
    SYDNEY MELBOURNE Level 15 Level 9 60 Castlereagh Street 41 Exhibition Street SYDNEY NSW 2000 MELBOURNE VIC 3000 Tel 61 2 9235 9400 Tel 61 3 9653 8600 Market Insight – October 2020 The Road Out Returning to Normal There is movement at the station for the word had passed around… that the market is open and the city of Sydney is keenly welcoming back its workforce. Ok, so not back to full capacity just yet, but we have seen a number of funds, banks & professional services firms return in some form to the office – week on/week off, book your desk with capacity % limits, split teams & floors, the list goes on. As a result, the corresponding increase in face to face meetings in offices, coffee shops or even over lunch - dare we say it is feeling almost a little more “normal“ around town. We at JMES have a sense that many are yearning to be back in the office in some form. The camaraderie created by spending time with colleagues side by side in the trenches surely trumps the back to back monotony of non-stop Zoom calls tied to a laptop at home. So, what next for 2021? We have all seen the high-profile new entrants in Barrenjoey & Jarden providing some market disruption. But there have also been other good examples of clients (funds, banks, corporates and government agencies) committed to completing hiring processes in Q3 and into Q4 – so whilst certainly not back to 2019 volumes, there is positive hiring momentum. A number of our clients have kicked off processes to ensure starters in place for Q1 of 2021, and notably, these are not just replacement hires but newly created roles, surely providing a level of confidence heading into the new year.
    [Show full text]
  • September 2019
    September 2019 Case studies, statistics, research and recommendations are provided "ASIS" and intended for informational purposes only and should not be relied upon for operational, marketing, legal, technical, tax, financial or other advice. The actual costs, savings and benefits of any recommendations or programs may vary based upon your specific business needs and program requirements. By their nature, recommendations are not guarantees of future performance or results and are subject to risks, uncertainties and assumptions that are difficult to predict or quantify. Stage3 is not responsible for your use of the information contained herein (including errors, omissions, inaccuracy or non-timeliness of any kind) or any assumptions or conclusions you might draw from its use. Stage3 makes no warranty, express or implied, and explicitly disclaims the warranties of merchantability and fitness for a particular purpose, any warranty of non-infringement of any third party's intellectual property rights. To the extent permitted by applicable law, Stage3 shall not be liable to a client or any third party for any damages under any theory of law, including, without limitation, any special, consequential, incidental or punitive damages, nor any damages for loss of business profits, business interruption, loss of business information, or other monetary loss, even if advised of the possibility of such damages. 30% $970,000 $9 $967,576 $8 $965,000 Millions 25% Millions $7 $960,000 20% $6 $955,000 $5 15% $950,000 Deposits Total $4 10% $3 $945,000 $2
    [Show full text]
  • Thanks to Our Team We’Re Proud to Be Named Both Customer Owned Bank of the Year and Australia’S Best Large Mutual Bank
    July 2020 Thanks to our team We’re proud to be named both Customer Owned Bank of the Year and Australia’s Best Large Mutual Bank qudosbank.com.au MyQ July 2 Catch up with Michael Anastasi MICHAEL ANASTASI CEO As I reflect back over the last four months of uncertainty and the hardship some of our customers have faced and are still facing, I’m incredibly proud of the tenacity and ingenuity demonstrated by our team during this difficult time. For those of you who continue to experience financial difficulty due to COVID-19, we may be able to extend loan deferral arrangements by up to four months depending on your circumstances. You can learn more about our relief options on page 17 or by visiting our website qudosbank.com.au/COVID19. While we continue to help our customers navigate these challenging times, our business is also forging ahead on key strategic initiatives to support the delivery of better products and services to our customers. These include enhancements to digital banking, loan processing and customer relationship management system upgrades, whilst ensuring our products continue to provide customers great value. MyQ July 3 It is this level of commitment that has led to Qudos Bank being awarded Canstar’s Customer-owned Bank of the year and Mozo’s Australia’s Best Large Mutual Bank for 2020. Both Canstar and Mozo are established financial comparisons sites that compare the products and service offerings of banks to determine who provides the most value to Australian consumers. What we offer our customers is great value.
    [Show full text]
  • Australia's Best Banking Methodology Report
    Mozo Experts Choice Awards Australia’s Best Banking 2021 This report covers Mozo Experts Choice Australia’s Best Banking Awards for 2021. These awards recognise financial product providers who consistently provide great value across a range of different retail banking products. Throughout the past 12 months, we’ve announced awards for the best value products in home loans, personal loans, bank accounts, savings and term deposit accounts, credit cards, kids’ accounts. In each area we identified the most important features of each product, grouped each product into like-for-like comparisons, and then calculated which are better value than most. The Mozo Experts Choice Australia's Best Banking awards take into account all of the analysis we've done in that period. We look at which banking providers were most successful in taking home Mozo Experts Choice Awards in each of the product areas. But we also assess how well their products ranked against everyone else, even where they didn't necessarily win an award, to ensure that we recognise banking providers who are providing consistent value as well as areas of exceptional value. Product providers don’t pay to be in the running and we don’t play favourites. Our judges base their decision on hard-nosed calculations of value to the consumer, using Mozo’s extensive product database and research capacity. When you see a banking provider proudly displaying a Mozo Experts Choice Awards badge, you know that they are a leader in their field and are worthy of being on your banking shortlist. 1 Mozo Experts Choice Awards Australia’s Best Banking 2021 Australia’s Best Bank Australia’s Best Online Bank Australia's Best Large Mutual Bank Australia's Best Small Mutual Bank Australia’s Best Credit Union Australia’s Best Major Bank 2 About the winners ING has continued to offer Australians a leading range of competitively priced home and personal loans, credit cards and deposits, earning its place as Australia's Best Bank for the third year in a row.
    [Show full text]
  • Methodology Report
    Mozo Experts Choice Awards Deposits 2019 Every day, Mozo keeps track of thousands of products in banking, insurance and energy. Unlike some other awards, providers don’t ‘enter’ the Mozo Experts Choice Awards nor do they pay to be considered. Our in-house team of experts analyse all the product data they’ve been tracking and scour the market to see if there are any other worthy candidates. Then we use our data and our experience to make a hard-nosed assessment of those products, to identify which offer great value or market-leading features. We recognise the leading products with the Mozo Experts Choice Awards. ● For product providers, a Mozo Experts Choice Award is a thoroughly researched third-party endorsement of their product. ● For consumers, the Mozo Experts Choice Awards badge is a sign that a product is among the leaders in the market, and is worthy of consideration. This report lists the winners and explains the judging methodology for our 2019 Deposit awards. 1 ​ Deposits - 2019 Winners Transaction Accounts Everyday Bank of the Year Exceptional Everyday Account Bank of Sydney Everyday Saver Account Bankwest Hero Transaction Account Bankwest Qantas Transaction Account BOQ Specialist Everyday Plus Account Citi Global Currency Account Citi Plus Transaction Account ING Orange Everyday Macquarie Platinum Transaction Account Macquarie Transaction Account UBank USaver Ultra Transaction Account Up Bank Everyday Account Best New Transaction Account Citi Global Currency Account 2 ​ Student Bank Account Community First Credit Union Student
    [Show full text]
  • Australian Major Banks FY2019 Results
    Challenges, choices and complexities Australian major banks F Y2019 results November 2019 “Bankprofitabilityisunderthreat,ROEhashalved overthepast15years.NIMshavehalvedoverthat period.Wearenowmuchclosertoourcostof equity.Theabilitytoholdthemachinetogetheras itis...isunsustainable.Ithinktheideathatthese universal,mass-marketbanksaregoingtocontinue tothrive,Idon’tagreethat’sthecase.Iamnot sayingthere’sgoingtobenone,butIdon’tbelieve thatthisissustainableinthefuture.’’ Shayne Elliott CEO,ANZi Growthwasa challenge Efficiencyiscritical Cashprofitdeclinedby Total income Total expenses declined by 3.7% increased by 0.8% 7.8% Creditriskincreasing Lendinggrowthhasslowed OntracktomeetAPRA’s ‘unquestionablystrong’ (90DPD+GIA)/GLA Total average increased by interest earning CET1 14 bps assets 3.3% target of 10.5% Source:FY2019resultsandinvestorpresentationsforANZ,CBA,NABandWBC:Deloitteanalysis. Challenges, choices and complexities | Australian major banks FY2019 results Majorbanks:FY2019results AtypicalAustralianbankingreportingseasonafewyearsago Ontopofthis,bankshavehadtoimplementAPRA’sBanking wascharacterisedbyhighretailbankingReturnonEquity ExecutiveAccountabilityRegime(BEAR)effectivefrom1July2018. (ROE),positivejaws,lowerbaddebts,andabovesystem Withintensivecompetitivepressuresfrominternationalbanks mortgage growth. and non-traditionalplayers;‘zerobound’interestanddepositrates; SolidGDPgrowth,highimmigrationintake,andaresilientjob highercapitalrequirementsforNZbusinesses;continuedlarge markethaveprovidedafavourablebackdroptotheAustralian remediationprograms,andthepermanentincreaseinregulatory
    [Show full text]
  • The World's Most Active Banking Professionals on Social
    Oceania's Most Active Banking Professionals on Social - February 2021 Industry at a glance: Why should you care? So, where does your company rank? Position Company Name LinkedIn URL Location Employees on LinkedIn No. Employees Shared (Last 30 Days) % Shared (Last 30 Days) Rank Change 1 Teachers Mutual Bank https://www.linkedin.com/company/285023Australia 451 34 7.54% ▲ 4 2 P&N Bank https://www.linkedin.com/company/2993310Australia 246 18 7.32% ▲ 8 3 Reserve Bank of New Zealand https://www.linkedin.com/company/691462New Zealand 401 29 7.23% ▲ 9 4 Heritage Bank https://www.linkedin.com/company/68461Australia 640 46 7.19% ▲ 9 5 Bendigo Bank https://www.linkedin.com/company/10851946Australia 609 34 5.58% ▼ -4 6 Westpac Institutional Bank https://www.linkedin.com/company/2731362Australia 1,403 73 5.20% ▲ 16 7 Kiwibank https://www.linkedin.com/company/8730New Zealand 1,658 84 5.07% ▲ 10 8 Greater Bank https://www.linkedin.com/company/1111921Australia 621 31 4.99% ▲ 0 9 Heartland Bank https://www.linkedin.com/company/2791687New Zealand 362 18 4.97% ▼ -6 10 ME Bank https://www.linkedin.com/company/927944Australia 1,241 61 4.92% ▲ 1 11 Beyond Bank Australia https://www.linkedin.com/company/141977Australia 468 22 4.70% ▼ -2 12 Bank of New Zealand https://www.linkedin.com/company/7841New Zealand 4,733 216 4.56% ▼ -10 13 ING Australia https://www.linkedin.com/company/387202Australia 1,319 59 4.47% ▲ 16 14 Credit Union Australia https://www.linkedin.com/company/784868Australia 952 42 4.41% ▼ -7 15 Westpac https://www.linkedin.com/company/3597Australia
    [Show full text]
  • Customer Successstory Beyon
    CUSTOMER SUCCESS STORY HOURS PER MONTH SAVED BY ELIMINATING IMPROVING RESPONSE TIME SLA FROM 90% INCREASE IN COMMUNITY MANUAL LABOR FOR THE COMMUNITY MANAGER IN 30 MINUTES TO 90% IN 15 MINUTES ENGAGEMENT RATES 30+ 90% 50% With more than 200,000 customers and assets under management in excess of $5 billion, Beyond Bank Australia is one of the nation's largest 100% customer-owned financial institutions. It operates across South Australia, Western Australia, Australian Capital Territory, and the Riverina and Hunter Valley regions of New South Wales. Beyond Bank Australia also supports a range of community endeavors via its Community Development Program and the Beyond Bank Australia Foundation. In 2017, Beyond Bank Australia was awarded Best Bank in Corporate Social Responsibility at the Australian Retail Banking Awards. In 2016, the Bank was awarded Roy Morgan’s Best in Customer Satisfaction award. Goal Solution To implement more effective, detailed social media A Lithium Social Media Management all-in-one reporting and eradicate wasted time and inefficiency platform that caters to the needs of the marketing, caused by manual reporting, and to use a platform that customer service, and compliance teams. It also provides effective notifications and workflows for the integrates with their CRM–Microsoft Dynamics. customer service team in order to improve response times and ensure correct governance of their social media platforms. CUSTOMER SUCCESS STORY “Lithium has saved me at least eight hours per week of manual activities.” -Aimee Iannone, Social Media Specialist, Beyond Bank Australia How has your Lithium solution addressed Was it easy to train people to use the platform? your goals? It was an extremely quick and easy process.
    [Show full text]
  • 2017 National Mutual Economy Report Incorporating the Top 100 2 | 2017 National Mutual Economy Report | 2017 Report Partner
    2017 NATIONAL MUTUAL ECONOMY REPORT Incorporating the Top 100 2 | 2017 NATIONAL MUTUAL ECONOMY REPORT | 2017 Report Partner 3 | 2017 NATIONAL MUTUAL ECONOMY REPORT | 2017 National Mutual Economy Report Incorporating the Top 100 Providing the latest research on the economic and social contribution of Australia’s co-operative, mutual and member-owned firms. With the research collaboration of the University of Western Australia For more information on the co-operative and mutual sector i www.bccm.coop www.getmutual.coop Published November 2017 by the Business Council of Co-operatives and Mutuals (BCCM) | GPO Box 5166, Wynyard, Sydney 2001 | www.bccm.coop © Business Council of Co-operatives and Mutuals (BCCM) This work is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0). This licence allows you to copy, distribute and adapt this work, provided you attribute the work and do not suggest that BCCM endorses you or your work. To view a full copy of the terms of this licence, visit: http://www.creativecommons.org/licenses/by/3.0/au/ Disclaimer: While the BCCM endeavours to ensure the quality of this publication, the BCCM does not accept any responsibility for the accuracy, completeness or currency of the material included in this publication, and will not be liable for any loss or damage arising out of any use of, or reliance on, this publication. 4 | 2017 NATIONAL MUTUAL ECONOMY REPORT | ABOUT THE BCCM Despite representing some of the largest businesses The Business Council of Co-operatives and Mutuals in their sectors and being found across a wide- (BCCM) is the national peak body representing range of industries, the overall size, structure co-operative and mutual models of enterprise.
    [Show full text]