The world of technology has evolved over the last few years. First, we watched movies on television, now we stream in via the internet. In the same way, we are increasingly adapting to Artificial Intelligence (AI). But what is AI? According to tech dictionaries, AI refers to the simulation of human intelligence in machines that […]
In a recent blog post, Jack Waymire shares 10 common mistakes when it comes to online marketing for financial advisors. “You’re a financial advisor and you’re online – that’s great! But are you online correctly?”, asks Waymire. He mentions that many financial advisors jump into the world of online marketing without knowing exactly what they […]
Most of us have searched online for templates, for instance for a will, employment agreement or even a divorce settlement agreement. In a recent FIN24 article Alex Townsend, a candidate attorney at Gillan & Veldhuizen, however, warns readers not to be caught out by an out-dated clause or missing information, which can result in horrible […]
Everyone wants to go digital. We know that digital is the future of everything. But which way do we go and what is standing in our way? In recent research studies by the Digital Banking Report, it is becoming increasingly clear that the majority of financial institutions know they must become digital organisations. These same […]
Opening a social media account is easy. But, simply opening an account and posting a few updates is not good enough to say that you have accomplished social media. By avoiding some basic missteps, many businesses, including financial advisors, have the ability to increase ROI and create more opportunities from their social media accounts. Greg […]
A Customer Relationship Management System (CRM) offers an advisor a myriad of benefits including, but not limited to, sales and relationship management, marketing support and data analytics, management and security. In keeping with this theme, Suitebox has now integrated with Xplan by Iress. Xplan is well established in the South African market place. With its […]
According to Wikipedia financial technology, often shortened to FinTech or fintech, is the new technology and innovation that aims to compete with traditional financial methods in the delivery of financial services. It is an emerging industry that uses technology to improve activities in finance. In an earlier Personal Finance article, Dominique Collett explores the South […]
The 2019 Social Media Landscape Report showcases the South African digital and social media trends. The report confirms that social media is growing rapidly in South Africa, with users constantly finding ways to use each platform effectively and brands finding better ways to engage. The latest statistics (and its growing by the day) show the […]
Although fake news may seem new, it’s just the platform that has changed. Propaganda has been around for years, and the online platforms are now the latest method of communication that is abused to spread lies and misinformation. Wikipedia describes fake news (or junk news or pseudo-news) as “a type of yellow journalism or propaganda […]
“This is a unique and exciting environment for the insurance industry, as consumers are open to a more interactive relationship with their carriers.” These are the words of Stephen O’Hearn, Global Insurance Leader, Partner, PwC Germany. PwC recently produced its 22nd Annual Global CEO Trends series that specifically focussed on Insurance trends. According to the […]
