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Are your customers genuinely satisfied?

Are your customers genuinely satisfied?

20 August 2018

According to the latest South African Consumer Satisfaction Index (SA-csi), South Africans are increasingly raising their voices when they are dissatisfied with a product or a service.

Research reveals interesting insights on the value of financial advisers

Research reveals interesting insights on the value of financial advisers

25 July 2018

At least 70% of consumers with a financial adviser are more confident about their current financial situation. In addition, they believe that their financial situation will improve significantly over the next five years.

For brokers by brokers –  Innovative support service to reignite ‘human touch’ in client and broker interactions

For brokers by brokers – Innovative support service to reignite ‘human touch’ in client and broker interactions

19 July 2018

The short-term insurance market is abuzz following the launch of Acuideas, an innovative provider of services to independent insurance brokers, product providers and underwriting management agencies with a short-term insurance focus. The official launch activities, which include countrywide broker roadshows, coincide with the 2018 Financial Intermediaries Association (FIA) Awards, an event that celebrates the value of advice and role of the broker in ensuring sustainable financial outcomes for consumers.

Solving a complex equation

Solving a complex equation

10 July 2018

Millennials have been under discussion for quite a while now as this group of people are a new group of clients we are trying to understand and do business with. The reality is that there are several characteristics that need to be taken into account when dealing with these clients.

quick poll
Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer
Innovative thinking is needed to solve the succession crisis in financial advice sector

Innovative thinking is needed to solve the succession crisis in financial advice sector

09 July 2018
Complexity will always require personal advice

Complexity will always require personal advice

18 June 2018
Tough times test value of advisers

Tough times test value of advisers

13 June 2018
i3 Summit 2018 : Advisers move into employee benefits

i3 Summit 2018 : Advisers move into employee benefits

12 June 2018
Insuretech : A boon for early adopters

Insuretech : A boon for early adopters

11 June 2018
Intermediaries should gain the upper hand

Intermediaries should gain the upper hand

29 May 2018
Financial advisers can use social media

Financial advisers can use social media

24 May 2018
How brokers can use social media to open the door to new markets

How brokers can use social media to open the door to new markets

18 May 2018