A digitally enabled practice is key to broker success, says Santam
Technology adoption matters less than how well it is integrated into workflows, skills development, and client engagement in a complex insurance environment.
#clientengagement
Sanlam’s AI Coach expands into healthcare
Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.
COFI is coming – and FSPs can’t afford to wait
Early preparation for COFI will give firms a competitive edge and help to avoid the compliance scramble seen during FAIS implementation.
‘Little appetite’ for shift from asset-based charges and commission
The Adviser Barometer, based on the responses of nearly 600 financial advisers on the Allan Gray platform, sheds light on what’s driving fee structures, technology investments and client-engagement strategies in South Africa’s advice industry.
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
How financial advisers can attract millennials with income protection solutions
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
