Welcome to the all-new Seed Analytics newsletter!

You’re receiving this because you signed up for the Seed Analytics newsletter a while back. Sorry we haven’t been as active, but we are back with a brand-new weekly format we know you will love β€” just look at the juicy content we put together for you…

This week in Seed Analytics Advisor Connect:

  • 9 Homegrown AI & tech tools for SA advisors.

  • New opportunities & jobs for you to explore.

  • Mergers, debt, retirement & machine learning.

  • Professional headshots with you and AI.

Take Note

Money Maestros Conference β€” JHB 16 Oct, 08:00 β€” Seven top speakers across the US, UK & SA. High-impact talks for advisors & planners. R1'500, earn CPD points. Book here.

Financial Planning Summit β€” Online 23 Oct, 09:00 β€” Explore future models in advice & wealth management. Free virtual event, earn CPD points. Register here.

FPI Professionals Convention β€” JHB 2–3 Nov β€” SA’s flagship CPD event for planners. From R3'355 virtual / R6'540 in person, earn CPD points. Book here.

Next-Level Tech for SA Advisors & Brokerages

9 local tools and solutions to up advisors’ game…

With only 9% of South Africans using financial advisory services and AI and D2C platforms threatening to steal more advisory business, these local tools can keep you on top of your game…

Find and nurture new customers on WhatsApp

WhatsApp is SA’s most widely used platform (95% use it), and Cape Town’s Chat Inc, the company behind Lindi, FlySafair’s famous WhatsApp booking and management service, can help in unique ways, including 1) WhatsApp-based engagement journeys and 2) direct marketing on WhatsApp with amazing ROI.

Convert more new leads into customersΒ 

Getting leads is one thing; turning them into paying clients, another. Local conversion-optimisation experts Sudonum specialise in just that. Able to track and manage all your calls and messaging on multiple platforms and integrations, Sudonum can help you figure out what works and what doesn’t to turn leads into loyal paying customers, fast.

Capture attention with engaging video

Cold calling and email only get you so far – 96% of people online would rather watch a video than read text. Studio-4U helps you craft powerful, engaging videos for various channels and then use a custom funnel to convert leads into customers. (Especially good for B2B outreach.)

Enterprise-grade AI tools for advisors

With most AI tools being built overseas, local options are welcome: Highwind is a South African AI marketplace for enterprise-grade AI tools made in SA. From intelligent documents to custom AI roadmaps and AI experts that work for you β€” or, if you have a specific need, request it, and the Highwind team will build it for you. Wow.

Build the best teams with new tech

From video-based hiring with Wamly to way more effective training with Beeline. You can even get the best new talent by hiring graduates with Leaply or claim back your company’s skills development levy (and get BEE scorecard points) by running a learnership programme – Inala can help you do that.

BONUS: Wow clients with the most accurate FSP data & analytics

Seed Analytics is also a proudly South African supplier of advanced data insights for advisories to reduce admin overhead and build client trust.

Note: We don’t get any kickbacks or commission from the companies mentioned here. We just thought it’d be great for South African advisory firms to see how much great tech talent is right here on our doorstep.

The Zero Hassle, 3-Click Statement Solution Your Practice Needs

What if you could deliver one consolidated, branded statement per client β€” showing all their assets, all accounts, returns, asset allocation, over time β€” without logging into dozens of systems?

That’s what Seed’s Statement Solution offers you.

At Seed Analytics, we collect and clean data from over 70 investment platforms in South Africa and Europe. We enrich it with trusted sources like Morningstar, apply our proprietary calculations, and package it into a single, professional PDF, branded for your practice, your clients.

For you, the benefits are clear:

  • Save hours of admin with one streamlined process

  • Build client trust with full transparency and professional reporting

  • Increase retention and growth by holding the history of performance data

  • Keep your brand front and centre with effortless monthly statements

And with our three-step wizard, you can send hundreds of client statements in just minutes.

Less admin. More impact. Greater loyalty.

New wealth and fin advisory career opportunities in SA

Financial Advisor (Paarl) @ Sanlam

Financial Adviser (Cape Town) @ Momentum

Private Advisor (Pretoria) @ Rand Merchant Bank

Broker Consultant (Johannesburg) @ Fedgroup

Broker Consultant (Mthatha) @ Metropolitan

Broker Consultant (Cape Town) @ FNB

Investment Consultant (Cape Town) @ Allan Gray

Investment Strategist (Cape Town) @ IGrow Wealth

Niche Consultant (Cape Town) @ PPS

Investment Specialist (Pretoria) @ Coronation Fund Managers

In Case You Missed It…

Industry Roundup

JSE’s New Era. Valdene Reddy will take over as JSE CEO in April 2026, succeeding Leila Fourie. Reddy, now Director of Capital Markets, steps in after Fourie’s tenure, modernised tech and diversifying revenues.

She Saves More, But Retires With Less. Young South African women are saving more and managing debt better than men. That’s one of the standout findings in Old Mutual’s 2025 Retirement Fund report. Yet despite the discipline, women still retire with less.

Inflation Wins. SARB Governor Lesetja Kganyago says anchoring inflation at 3% is paying off. Bond yields have fallen from over 11% in April to around 9.1%, easing borrowing costs and boosting growth prospects.

Ninety One’s Big Move. South Africa’s Competition Tribunal gave conditional approval for Ninety One’s takeover of Sanlam Investment Management. The deal extends Ninety One’s reach across SA, Europe and the continent, while Sanlam walks away with a 12.3% stake in the new setup.

Machine Learning’s Big Credit Leap. New Experian research shows machine learning is opening doors in financial access, especially for underbanked South Africans. 80% of ML adopters say it’s helping them reach thin-file customers, while 71% report better profitability.

R100 Million Back. Standard Bank’s unclaimed benefits drive has reunited clients with R100 million in under a year. Partnering with Reunyte, the bank matched long-lost pension claims via its app β€” a small slice of SA’s R89 billion still unclaimed.

Prompt of the week

Create professional headshots with AI

Google shared a surprisingly effective set of prompt tips for its now-famous Gemini Flash 2.5 image-gen (Nano-Banana). And one of the most popular by far is this one for creating stunning headshots from your supplied input image.

Try it as is at first, then use different source/input photos for yourself for a different effect. Or try adjusting the lighting, framing, background and clothes styling options to match your personal style.

Did You Know? The first computer bug was literally a bug: In 1947, Grace Hopper found a moth trapped in a Harvard Mark II computer, coining the term "debugging" in the process.

Till next time,

Seed Analytics Advisor Connect

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