Avoka, a Temenos company and SaaS leader in digital customer journeys in banking, has announced the launch of Workspaces, a new module of the Avoka platform within the Temenos Infinity product. Workspaces is a digital review and approval workspace for retail banking and credit union staff, built to support resolution and customer service for account […]
continue readingOur 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 […]
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30
Nov
2018
ANZ 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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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21
Sep
2018
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