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Compliant call logging essential for dispute resolution

15 April 2015 | General

The potential for “he said/she said” disputes between companies and their customers is growing exponentially as an ever increasing number of transactions and interactions are undertaken over the telephone.

Achieving digital success: what insurers need to consider

30 March 2015 | General

Whether you are reading this on your PC, tablet, smartphone or on paper, as a savvy insurance professional you don’t need anyone to tell you that the world is becoming more digital. More and more of what we do as members of society, consumers and business people is enabled - and in some cases challenged - by the vast flood of data and the changes in all manner of interactions that are part of everyday life.

Commitment to education and lifelong learning

19 March 2015 | General

Small and Medium-sized Enterprises (SMEs) have flourished over the years. However, it is evident that certain threats have and continue to place them at risk.

IRESS launches SmartHub

10 March 2015 | General

IRESS, the leading supplier of financial markets, wealth and mortgage management systems, today announces the global launch of SmartHub. SmartHub is a trade messaging hub designed to connect financial market participants locally and across the globe, covering FIX and other trading communities.

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Question

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

Answer

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

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