Explore the Category

New World Advice - The rise of customer centricity and lifestyle financial planning

28 January 2019

Financial advisers and intermediaries continue to face mounting pressure from regulators, industry disrupters and new-age consumers to define their value proposition better and prove that this proposition can be successfully delivered.

What does 2019 hold for SA financial advisers?

09 January 2019

What made 2018 a tough year for South African financial advisers were the uncertainties around the evolving regulatory landscape, the weak national economy and the increasing impact of global politics.

Advisers voice their concerns

05 December 2018

The local insurance industry faces a lot of complexities and changes from many sources including regulation, the rapid pace of technology and the connected customer.

Dollar-based notice deposits provide convenience for financial advisers to manage their clients’ offshore cash investments

21 November 2018

In this turbulent world, financial services providers are seeing increased demand for an international offering from clients who see themselves as “global citizens”. Globalisation could also result in increasing offshore obligations – international education or mortgage repayments on an offshore property are two typical examples. A clear driver of these is the imperative among investors to have a globally diversified investment portfolio.

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