One of the things that we have long considered at CoreData-brandmanagement is that financial planners do a really important job, it’s just not the job they think they do.
It’s not that the role isn’t technical; done properly it is. It’s not that the …
The ‘customer is king’ adage is the primary mantra of most businesses today, resulting in an inordinate amount of effort by firms to increase their knowledge and understanding of customers.
CoreData has developed a proprietary methodology that ‘triangulates’ the customer experience, or looks at it in 3D, rather …
Despite what we’re led to believe, when it comes to financial services consumer perception and reality are often two very different things.
Storm Financial is a case in point. Storm clients perceived the advice business to be stable, profitable and trustworthy, right up until the point of collapse.…
For anyone interested in finance and how financial institutions interact with their customers, the current furore surrounding the banking sector is a fascinating spectacle.
A fine old row is taking place in the UK, with politicians practically queuing up to lambast the banks for their excessive remuneration and …
The Retail Distribution Review (RDR), a pending general election, continued post-financial crisis fall-out and depleted consumer trust levels are all combining to reshape the landscape within which Britain’s financial advisers work.
This year is set to be a watershed year for the UK financial services industry. The recommendations …
Ken Henry has thrown a fairly large carrot to Australia’s life insurance companies by proposing longevity insurance form part of the answer to the nation’s ageing population.
In his highly anticipated final report, delivered to Treasurer Wayne Swan last month, Henry recommends such products form part of a …
