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Showing 1 - 2 of 2 results for "Adviser Flipchart"

Zurich insurance appoints CFO, updates app

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
... officer, general insurance, Australia and New Zealand. Zurich also announced a "significant upgrade" to its Adviser Flipchart app which will now offer users new screens in a bid to provide a more engaging and interactive client experience. Andy Marshall ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... Index, a client-facing survey tool part of its robo-advice offering. Wealth Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project insurance outcomes based ...
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