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PPS Short-Term Insurance has introduced an enriched and differentiated “private client” service experience to its time-scarce members in the professional market that reduces the need for call-centre reliance.
Momentum Wealth, one of the largest linked investment service providers (LISPs) in South Africa with assets under administration of more than R200 billion, has partnered with FNZ, a leading international technology, transaction and custody services provider.
Authentic, collaborative relationships with our business partners are the very foundation of our success. With a refreshed positioning to crystallise this partner-centric focus, our empowered, knowledgeable teams are driven by a powerful purpose: to enable our partners’ success.
What can retirement funds do to improve client-adviser engagement during members’ employment years?