Insights
Category:
Blogs
The FCA’s Consumer Duty is now business as usual, applying to both open and closed products across the financial services – including protection, pensions savings & investment sectors. For providers, this landmark, principle-based regulation represents a significant shift in expectations – moving away from point-in-time compliance towards ongoing responsibility for customer outcomes. Phase One, introduced
Case Studies
Protection providers know just how vital platform technology is to their continued success and growth objectives, but re-platforming can be perceived as a risk. There are often years of tech debt to unravel, which can make a big bang launch unpalatable to some, who then look for another way. The best technology and the best
Case Studies
The Challenges Prior to implementing PreQuo Lead Gen, W Life Insure’s lead generation process was primarily tied to its mortgage business. This approach presented a significant limitation: protection products were offered mainly as an add-on to mortgage services, leaving the protection lead generation largely un-nurtured. One of the key challenges was the absence of an
Case Studies
Case Study Consumers are becoming ever more demanding when it comes to buying cover and managing their finances. They want to deal with providers when and how it’s convenient for them, and they expect any transactions to be simple and completed quickly. Deploying always-on digital services are no longer an option; they’re an expectation. More
Case Studies
InsureSight has provided Mortgage Intelligence with a platform to enhance its development offering to firms to springboard network growth and improve consumer outcomes. Click here to read the full story.
Case Studies
SolutionBuilder has provided SimplyBiz members with a portal that will increase the sales of protection policies, improve client engagement, and enhance the sourcing of high-quality suitable products. Click here to read the full story.