Explore the Category

The Millennial-Dollar Question

09 July 2019

South Africa needs millennials to insure. So how do we have that conversation with someone we don’t understand?

The right choice may be complicated

04 July 2019

We have recently come across a survey which made us realise that wealth software systems are quite prevalent in the financial services industry.

First ever medical aid comparison mobile broker app

02 July 2019

Online medical aid comparison website, MedQuote, is excited to announce the release of their new mobile application which is expected to simplify the medical aid comparison and price check process for both brokers and their customers.

IFAs impacted by change in consumer behaviour

30 May 2019

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

View the Results

Medical aid and gap cover – the top broker concerns for 2019

22 May 2019

Turn just now into right now

15 May 2019

RDR and your career as an intermediary

26 April 2019

First-of-its-kind intermediary platform will change how you do business

15 April 2019

A holistic approach to achieving customer and economic value in the financial services industry

11 April 2019

Investec launches Investec for Intermediaries in a fast-changing world

28 February 2019

The evolution of financial advice