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All clear now?

21 October 2004 | Acts (FAIS / Pension etc)

An exemption called the Exemption of Banks in respect of Certain Clients, 2004, is explained by Andrew Swart, project manager responsible for FAIS at Absa.

Outsource

15 October 2004 | Acts (FAIS / Pension etc)

The recent liquidation of five pension funds that had lost more than R18 million under management, which led to the funds' trustees being charged with fraud and offences relating to contravention of the Pension Funds Act, highlights the responsibility of

Some numbers

04 October 2004 | LOA - Life Officers' Association

The long-term insurance industry results for the six months to 30 June 2004 strengthened when compared to the same period in 2003 as well as the six months to 31 December 2003.

KYC

27 September 2004 | FICA

Clients of financial institutions have not got an indefinite reprieve before the personal identification requirements of the Financial Intelligence Centre Act (FICA) come into force – so avoid the rush and establish your ID now.

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Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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