Sunday, September 27, 2020

Technology

Leveraging Social Media to Grow Your Advice Business

A study has found that clients prefer lifestyle content from financial advisers on social media, according to Tara Clark, the founder of Vancouver-based social...

Fidelity Life To Re-Imagine Insurance Model

Fidelity Life is hoping its $25 million investment in new systems will help it deliver a new insurance model that will help advisers and...

Digital Devices Offer Insurers Strategic Insight To Customers

The development of data-driven business models is impacting the entire insurance value chain, says Swiss Re Institute. Its report, Data-driven insurance: ready for the next...

Launch of Universal Client Data Feed Platform

A new online platform that accesses client data from all retail insurers has been launched by an adviser based in Australia. The system has been...

Insurance Firms Encouraged To Embrace AI

The Financial Advisers Act 2008 required that financial advisers be natural persons. But in 2018 the FMA began issuing exemptions to allow the use...

Helping Clients Keep Healthy is a Win-Win

Initiatives launched by two New Zealand insurers are examples of how the industry is evolving. The sell-and-forget business model is being replaced with relationship-building...

Digital Signatures Save Time and Money

The COVID-19 lockdown has forced the hand of some financial advisers to adopt systems so clients can sign agreements using their computer, tablet or...

Coronavirus Could Get More People Thinking About Insurance

FintechNZ general manager James Brown says COVID-19 has begun to impact the financial advice sector and is encouraging people to think about insurance. "The virus...

Hackers Could Costs Insurance Sector Huge Losses

Cyber-attacks could cost New Zealand’s insurance sector losses of $38 million every year according to the Reserve Bank of New Zealand (RBNZ). Part of an...