Our top tips for password management within Advice businesses When it comes to cyber security, the password is the topic de jour. Everyone knows that a password is the most common mechanism to provide authentication. Positively, unlike facial and fingerprint recognition, passwords can be changed. However, the problem with “the password” is through 20 years […]
continue readingANZ OnePath has rebuilt its underwriting system to launch a simpler, more intuitive experience for customers applying for OneCare insurance. Developed in partnership with the University of Technology Sydney’s (UTS) Advanced Analytics Institute, OnePath’s new underwriting system has taken ten years of OnePath data and used Artificial Intelligence (AI), data science and data analytics to […]
continue reading
08
Nov
2018
MLC Life Insurance has announced a reward for customers who purchase life insurance cover through our digital underwriting platform. The Digital Application Reward (DAR) will apply to new MLC Life Insurance customers whose advisers use the platform to lodge their application. From 5 November 2018 to 11:59pm 5 May 2019, customers whose applications are submitted […]
continue reading
07
Nov
2018
In its quest to further leverage technology for the benefit of its advisers, Synchron has unveiled a second smart phone app. Called the Synchron Prof Development app, it follows on the heels of the Synchron Conference app launched last year. Similar to the Conference app, the PD day app allows advisers to view and register […]
continue reading
18
Oct
2018
Institutional investors worldwide expect that new technology tools will significantly reshape the investment industry landscape by 2025, but a large proportion are yet to test the water with emerging technologies, according to the latest Fidelity® Global Institutional Investor Survey. The survey, which is the largest of its kind with responses from 905 institutions in 25 […]
continue reading
15
Oct
2018
YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox, AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the […]
continue reading
09
Oct
2018
Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients. An experience that’s centred around a client’s goal achievement, according to a new white paper from Advice Intelligence (a.i.). a.i.’s online goals-based advice (GBA) white paper aims to highlight the importance and benefits of […]
continue reading
08
Oct
2018
Zurich has announced the launch of its ‘next generation’ adviser portal, incorporating a new online platform for life insurance quotes and applications. Developed in conjunction with Omnium, UnderwriteMe and User Experience specialists Jade Software, the Zurich Adviser Portal also incorporates client management functionality and utilises the UnderwriteMe rules engine to significantly increase straight-through-processing rates. An […]
continue reading
05
Oct
2018
Raiz Invest Limited, the mobile-first micro-investing platform, has launched a chatbot to improve the user experience. Customers can ask Ashlee specific questions about their account or the financial markets and get general customer support. Much like a personal fitness coach, the aim is to help Australians have a healthier relationship with their finances. With an […]
continue reading
21
Sep
2018
BetaShares, a leading Australian ETF manager, has announced the launch of the BetaShares Global Robotics and Artificial Intelligence ETF (ASX Code: RBTZ) on the ASX. RBTZ provides access to the disruptive Robotics and Artificial Intelligence (“A.I.”) sectors through exposure to a portfolio of global companies involved in production or use of Robotics and Artificial Intelligence products and […]
continue reading
19
Sep
2018
Earn CPD Points
CPD: Digital enterprise – the future is hereAs businesses across all sectors grapple with digital disruption and race to embed technology across all facets of their business,...
CPD: Tech is the new macro – part twoImplications for labour markets and productivity In this second of a three-part series penned by Epoch Investment Partners, the ‘tech...
CPD: Machine learningBoth machine learning and artificial intelligence have been in the headlines a lot lately; not only in the financial press,...
CPD: Beyond Bitcoin - The dawn of "cryptoeconomics"While the price of a bitcoin has soared to more than USD 4,500 in recent months, the media and many...
CPD: How digital advice is propelling the ETF industryWhile digital advice – online wealth management services that provide automated, algorithm-based portfolio management advice – will never replace human...
0 comments