Empower. Navigate.
Thrive.
Welcome to Core Facts
Consulting
​Founded in 2001, Core Facts is a trusted financial services consulting company with a proven track record in some of the world’s most highly regulated markets, including South Africa, the United Kingdom, Australia, and New Zealand. With over two decades of experience, we have helped businesses navigate complex financial regulations and adapt to evolving compliance requirements, ensuring their long-term success in ever-changing environments.
Expertise Across Highly Regulated Markets
Each market we’ve operated in has developed its own unique regulatory framework, evolving at different paces. This has given Core Facts the insight to anticipate the impact of impending legislation across various regions. Our team has first hand experience in working through these changes and advising businesses on the best ways to adapt to new regulatory environments. As regulatory updates and compliance changes become mandatory, many financial services businesses have had to shift their focus from a sales-driven culture to one centered on client-focused advice processes. This significant cultural shift has highlighted the need for innovative technology solutions to support these changes.
Empowering Financial Advisors with Smart Tools
To thrive in this new environment, technology has evolved from being a back-office function to becoming a critical component of front-office operations. We understand that for financial advisors to stay compliant and effective, they need access to SMART tools that can:
Engage clients
Streamline sales processes
Ensure compliance with evolving regulations
Provide real-time reporting and tracking
By implementing the right technology, advisors and businesses can remain compliant, while also enhancing their ability to serve clients efficiently.
Preparing for a Future of Continuous Change
At Core Facts, we believe that the only constant is change. Just as taxes are inevitable, so too are increases in regulatory demands. With our vast experience, we are uniquely positioned to consult with businesses on how best to prepare for these changes and turn potential challenges into opportunities.We work closely with companies to:
Understand their current operations
Design bespoke technology solutions
Implement strategies that ensure compliance while fostering growth
