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Tag Archives | technology

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Technology

Technology Adoption for Financial Advisors – Sink or swim, Jannie

According to Marina Grindle, FMG Suite’s Content Marketing Specialist, technology adoption has become a sink or swim situation for financial advisors. “Innovations are shaking up many of the traditional areas of financial management largely due to the demands of tech-savvy consumers and the changing face of the financial services industry”, she recently shared on the […]

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speech search

Embrace the voice search revolution

Technology is all around us. It’s transforming our business and its transforming our personal lifestyle. This year we will see plenty of exciting new developments. One of these trends is “Voice Search”. In a recent article Linda Graham from FinCommunication shares how we can embrace the voice search revolution. But what is Voice Search? Search […]

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technology_compliance

Technology eases Compliance Burden

Schalk Malan, CEO of BrightRock, recently shared five of the major developments that are set to change the insurance industry as we know it. According to Schalk the rise of blockchain, personalised/precision medicine, the continuing rise of big data, multi-channel engagement and the Internet of Things (IoT) are technological advances that the industry will have […]

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technology_compliance

Technology and Compliance

A recent article by Patrick Cairns in Moneyweb provides an interesting perspective on the role of technology in the ever increasing challenge that compliance is becoming. The advent of Twin Peaks means that companies will no longer be tested on processes and procedures, but what they actually end up delivering.  Financial services providers will still […]

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Big-data

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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technology

Technology and the 50+ Brigade

How often do we look for solutions far and wide, when the answers are right under our noses. This occurred to me again when I read an article in a blog on the Finovate website on the challenges facing Americans who are over 50. You would hardly think that their future prospects may be more […]

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Technology and Disintermediation

A recent article in Insurance Gateway® titled Thematic considerations for the future of the insurance industry by Rahima Cassim, Fund Manager at Ashburton Investments, contains some interesting thoughts on where the industry is heading. “With the evolution of technology, there has been an incremental shift in the balance of power from the insurers to the […]

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Big-data

Big data: What’s the big deal?

They say big data is here to stay and yet, globally, many organisations have no clue what it means or how to use it. Like confidence, big data can mean different things to different people. In the Complete Beginner’s Guide to Big Data in 2017, industry analyst Bernhard Marr writes: “In 2017, we generate data […]

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Client engagement

Bringing back the human element in client engagement

Here’s a novel revelation.  It turns out customers are also human, after all.  It fascinates me that in many industries and businesses we seem to have forgotten that customers (those folk that buy and consume, pay bills and keep businesses afloat) are actually human beings.  When did that undisputable fact get lost?  We now have […]

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