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Don’t neglect the back office – Digital strategies need to be about more than just websites

18 January 2017

With digitalisation increasingly taking centre stage in everyday life, many financial services firms are looking to improve their digital offering in a bid to appeal to current and prospective clients. However, all too often, companies focus their attention exclusively on developing all-singing, all-dancing websites, based on consistent user experiences, without any corresponding update to their... MORE

Who will be the Steve Jobs of the life insurance industry?

Who will be the Steve Jobs of the life insurance industry?

14 December 2016

David Loader 2017 marks ten years since Apple first launched the iPhone. Flash forward to today and these devices are so heavily relied upon in our lives that it’s hard to imagine life without them. The iPhone has evolved to perform many different roles within our lives. It’s not just a phone but an entertainment system, a... MORE

When it comes to financial services, not all millennials are created equally – a one size fits all approach is not going to work

13 December 2016

Freddie Findlater ‘Millennial’ is fast becoming an overused term in today’s society. As this group, comprised of 18 to 34 year olds, comes of age and takes on more financial responsibility, the financial services industry is scratching its head about how to capture it from a commercial point of view. So far though, this crusade has only... MORE

Why tech due diligence provides the necessary edge for making M&As succeed

6 December 2016

Tony Collins Completion of mergers or acquisitions rarely happen quickly, given the wealth of due diligence that needs to take place before possible deals are agreed. The potential for entering new markets, cost cuttings via shared supply chains or increased market share, I am sure, will all be meticulously reviewed and weighed throughout the process. However, what... MORE

Technology is not a solution on its own – it needs to underpin a strong, well-thought business plan

5 December 2016

In an age of increasingly tech savvy consumers, digital strategies are very much de rigueur for wealth management firms. However, all too often, businesses hire a digital director and then come to a standstill, believing the digital box to be ticked. While this is a start, there is much more these firms need to do... MORE

A new era for Australian life insurance

A new era for Australian life insurance

12 October 2016

David Loader The age of the consumer is heralding a new era for the Australian life insurance industry. In the years ahead, the most successful providers will be those who free themselves from legacy thinking and proactively reshape their offerings to focus on customer experiences. Bravura Solutions’ Product Manager for Life Insurance, David Loader reports. It’s been... MORE

How boutiques can steal a march on their rivals in an increasingly digitalised world

How boutiques can steal a march on their rivals in an increasingly digitalised world

23 September 2016

Tony Collins In a world where people are comfortable using their smartphone for everything from online banking to booking a holiday, asset managers – both large and small – can no longer afford to ignore the possibilities of digital technology. Not only does a digital business give a firm scope to reach a wider range of clients,... MORE

The dash for the Pensions Dashboard

The dash for the Pensions Dashboard

20 September 2016

Freddie Findlater The UK Treasury recently announced that a prototype of the ‘Pensions Dashboard’, a platform that lets savers see all their pension pots in one place, will be ready by March 2017. The pilot prototype will be supported by 11 significant pension providers — Aviva, Aon, HSBC, LV=, NEST, Now: Pensions, People’s Pension, Royal London, Standard... MORE

The retirement income solutions pie – how to get your share

The retirement income solutions pie – how to get your share

12 September 2016

John Burke Changing demographics and evolving customer expectations are fuelling demand for a more extensive range of retirement income offerings. As the baby boomers tip over into retirement, will your business have the capacity to capitalise on this burgeoning new market? Bravura Solutions’ Head of Strategic Accounts, John Burke reports. There has been a lot of talk... MORE

The Evolution of the Self-Managed Super Fund

The Evolution of the Self-Managed Super Fund

2 September 2016

Manny Kastellas How technology is enabling financial advisors to achieve true control, diversification and risk mitigation for Self-Managed Super Fund (SMSF) trustees. Despite the best of intentions, many self-managed super funds (SMSFs) have largely failed to deliver on the original promise of greater choice and control over how their superannuation monies are invested. Traditionally, the typical asset... MORE