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Showing 241 - 250 of 501 results for "satisfaction"

Centrepoint launches new advice partnership

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... partnerships with those firms in the Partner's Circle, which were selected based on their the quality of advice, satisfaction of clients, levels of client engagement, funds under management, and engagement with Centrepoint. This will enable Centrepoint ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... goals-based approach means the business would never go back to the traditional advice model. "We have very high client satisfaction and we do attribute a lot of that to the very client-focused conversations that we're now having that a goals-based approach ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... needed to specifically request the discount. "Despite these challenges, our business is in excellent shape: customer satisfaction has risen, employee engagement is above the global high performing benchmark, and we have achieved our goal of welcoming ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... planning software system helping financial advice businesses increase profitability, improve client engagement & satisfaction, enhance team performance & reduce business risk.

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... client engagement and education," Choi said. "Insurers that cultivate their planner relationships and maintain high satisfaction levels will benefit from lower attrition levels." This is of particular importance given the changing nature of life insurance ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
... MetLife research uncovered a largely positive experience for claimants, with claims managers being a key driver of satisfaction, Simmons added. "We developed the digital claims tracker with members' needs and wants firmly front of mind, complementing ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Overall satisfaction with the online broking industry has increased for the first time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... personalized solutions, more efficient operations and processes, and most importantly, improved customer experience and satisfaction," the report reads.

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... this day, I regret not leaving that license there and then, as we have only been able to execute portfolios to my satisfaction in the last 12 months." Further, Rainmaker head of research Alex Dunnin will present findings from the Financial Standard 2017 ...