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Tag Archives | Financial services

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Human Touch plays huge role in Financial Services future

Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors and relationship managers will continue to be in high demand, particularly those that can blend digital expertise with strong client understanding. “Technology […]

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Customer experience in the financial services industry – Focus not where it should be yet

The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on robust, nationally representative sample sizes. “The Orange Index ranks brands from a service point of view,” Ask Afrika’s MD Sarina de Beer […]

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What financial services content are consumers looking for on social media?

According to LIMRA, an international company specialising in research and education in the financial services industry, financial advisors could stand to benefit from having more of a presence on social media, especially if they are looking to work with younger consumers. Although their research is based on an American sample, the results can be educational […]

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Fintech is the ‘new normal” – More than half of the customers are regular users

More than half of banking and financial services customers around the world use fintech products and services, according to a new global poll carried out by deVere Group. Of the 883 customers surveyed across Europe, Asia, Africa, Latin America and Australasia, 55% said that they “regularly use financial technology to access and manage their money”. […]

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Fintech – a catalyst for change in the insurance industry

Digital is the new norm for customers. Big tech companies like Google, Amazon, Facebook, and Apple have paved the way and as a result customers are expecting more from their financial service providers as well. FinTech is therefore disrupting the traditional financial services industry as it provides innovative solutions for convenience, accessibility, and tailored products. […]

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Getting More from Data

The use of data, and protection of confidential client information, will play an extremely important role in the future of financial advisers in South Africa. Whilst it makes good sense to invest in technology in order to comply, one should consider actually finding a solution that will, at the same time, enable one to use […]

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