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Effective rewards programme essential to a future fit practice

Effective rewards programme essential to a future fit practice

27 August 2018

Not all rewards programmes are equal.

What will SA advice businesses look like in a post-RDR world?

What will SA advice businesses look like in a post-RDR world?

24 August 2018

Today, South African financial advisers are facing greater change and uncertainty than ever before. Of the many disruptors that will impact on the financial advisory arena in the coming years, the greatest will likely be the implementation of new regulation in the form of Retail Distribution Review (RDR).

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.

quick poll
Question

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

Answer
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
Solving a complex equation

Solving a complex equation

10 July 2018
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