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Future proofing with a purpose

01 February 2016

The world of business is changing rapidly and it can be hard to know where to focus your efforts to future-proof your brokerage and stay relevant.

From paper to digital : survive the journey...

01 February 2016

Are we ready for the digital age? What does it even mean for our businesses to survive in a technology driven world?

Keeping up with the Joneses

01 February 2016

Have you ever had to make contact with a client regarding their policy only to find out that their number or email address has changed? What about making that courtesy follow-up call that another team member had already made without your knowledge?

Automation will magnify either efficiency or inefficiency

02 November 2015

Business Process Automation, commonly known as BPA, refers to technology-enabled automation of activities or services that accomplish a specific function or workflow. Business processes can be determined for many different segments of company activities, including sales, management, operations, supply chain, human resources and information technology.

quick poll

Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer

Buy undervalued assets Follow company earnings Lean into AI winners Look beyond the US Use data, value and trends

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The nuts and bolts of facing change

01 October 2015

Will technology companies help maintain relevance?

01 October 2015

A quick guide to selecting financial planning software

03 August 2015

Strength in numbers

01 June 2015

The rise of the technology empire

01 June 2015

A matter of life and death…

03 November 2014

Protection for the retirement industry

01 October 2014

Apps – doing it for the industry?

01 October 2014

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Magazine Archives FAnews & FAnuus / Technology

Future proofing with a purpose

From paper to digital : survive the journey...

Keeping up with the Joneses

Automation will magnify either efficiency or inefficiency

The nuts and bolts of facing change

Will technology companies help maintain relevance?

A quick guide to selecting financial planning software

Strength in numbers

The rise of the technology empire

A matter of life and death…

Protection for the retirement industry

Apps – doing it for the industry?