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Reasons why using a broker is your best financial bet

15 February 2017

As we are living in a digital age, more and more people believe that they can handle their personal finances with a DIY approach. There are so many online tools, calculators and comparative instruments that make it easy for consumers to see what short term insurance options are available on the market.

Improve customer retention through better engagement

07 February 2017

Despite the fact that there is so much information out there explaining the benefits of improving customer engagement, too often one still comes across a company lacking in their communications delivery. The reality of the situation is that by neglecting how your business engages with customers, you are losing clients, which means you’re losing profit.

Introducing the client of the future

02 February 2017

One of the fastest growing customer bases in emerging markets is the recently empowered emerging middle class. This group has a distinct identity and a clear vision of who they are and how they want the world to interact with them.

Trends affecting wealthy individuals in 2017

24 January 2017

For many wealthy individuals and families the beginning of the year serves as an opportune time for personal introspection making it the ideal period to review financial goals and strategies for dealing with the challenges of growing and preserving wealth in a volatile economic climate.

quick poll

Question

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

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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