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Showing 251 - 260 of 500 results for "Satisfaction"

The disconnect at the heart of financial services

ALEX BURKE  |  THURSDAY, 7 SEP 2017
... statistically significant effects on three key areas: organisational effectiveness, employee engagement and client satisfaction. "As asset managers we want to prove we aren't an industry of leeches; that we're actually contributing to broader economic ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... trialled the tool said its ability to provide an immediate underwriting decision was having a real impact on client satisfaction and conversion rates, he added. ANZ Wealth has taken a number of steps to improve its life insurance offerings to advisers ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Supporting this, the financial planners surveyed by Investment Trends rated Netwealth and HUB24 equal first for overall satisfaction, followed by CFS FirstChoice, BT Wrap and Macquarie Wrap. HUB24 also achieved the highest client satisfaction in 16 of ...

Countplus launches scholarship

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2017
... which runs for about one week and is worth US$15,500, covers how executives can motivate talent, maintain high client satisfaction rates, and develop skills to drive long-term business strategies. The scholarship honours Countplus founder and former ...

Retail super fund members increasingly satisfied

DARREN SNYDER  |  WEDNESDAY, 24 MAY 2017
Superannuation fund members with balances less than $100,000 are showing greater customer satisfaction levels among retail funds as opposed to industry fund competitors. Data from the Roy Morgan Single Source survey shows that from more than 30,000 ...

Australians pass on life insurance

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... Insurance found consumers who buy insurance directly rather than through financial advisers, have the highest levels of satisfaction. "Given developments in technology, Australians are becoming increasingly confident about doing things themselves that ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... range of quality investment choices. This is further reflected in FirstChoice and CFS receiving some of the highest satisfaction ratings from both advisers and our customers," Elkins said.

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... financing their children's education despite fast-rising school fees and expenses. When asked about their wealth satisfaction level on a scale out of 10, respondents on average rated income at four, net worth at 4.1, and lifestyle at 4.7. About half ...

Adviser sentiment turns corner

KARREN VERGARA  |  FRIDAY, 7 APR 2017
... important that we harness the stories of the many happy advice customers. Study after study as shown that customer satisfaction amongst advice clients is high. Showcasing these positive examples is one way we can improve consumer confidence in the value ...

'Retire ready' is more than a large super balance

EMMA RAPAPORT, STEPHEN FAY  |  THURSDAY, 23 MAR 2017
Satisfaction in retirement is a function of more than financial security, with other factors equal or more powerful in driving overall satisfaction, according to presenters at this years' Conference of Major Super Funds. At a session on retirement and ...