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IFAs can service more clients in less time. And OUTvest is making it possible

12 April 2021

OUTvest, the low-fee, online investment platform powered by OUTsurance, has geared itself to help streamline and grow Independent Financial Advisor (IFA) businesses.

Circular 22 of 2021: Revised exemption conditions to Circular 56 of 2020

12 April 2021

How coaching helps financial planners build differentiated practices

08 April 2021

As the country prepares to navigate the economic impact of a potential third COVID-19 wave of infections, small businesses — including financial advisory practices — are under increasing pressure.

Insurers need to offer customers more

01 April 2021

The Insurance Institute of Gauteng (IIG) recently hosted an IIG webinar, on the industry outlook for 2021, giving insights into both the local and global landscapes.

quick poll

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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