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Old Mutual elevates customer and adviser experience with innovative technology

30 January 2018 | General

In an effort to continually improve customer experience and enhance value for advisers, Old Mutual Personal Finance has rolled out integrated financial planning software, XPLAN, in South Africa. XPLAN from IRESS – a powerful, integrated financial planning solution for wealth management and financial planning professionals – is now available to approximately 4,000 Old Mutual advisers.

Become the trendsetters of the financial services industry

22 January 2018 | General

As the industry becomes increasingly influenced by technology, InsureTech is starting to become the industry’s next big thing.

Insurance industry ‘excited’ about InsurTech

23 November 2017 | General

Most insurance companies acknowledge that major change is coming and the insurance world is excited about the changes that InsurTech may bring. Recently we have seen reports in the media that local insurance companies are spending significant amounts of money in partnering with various InsurTech companies in an effort to embrace the changes.

How technology in insurance is assisting women

22 November 2017 | General

The incorporation of technology into the insurance industry is becoming more apparent every day. The insurance sector is partnering up with technology companies to provide value added products to consumers, many of which can be of great assistance to women.

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What can retirement funds do to improve client-adviser engagement during members’ employment years?

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Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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