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The world as we know it has transformed into an age of technology and digital advancements, with younger age groups at the heart of this dynamic shift. As a result, the financial services industry has undergone significant changes in recent years, significantly driven by the influence of the tech-savvy generations, such as Gen Z. Evolve ahead of the curve, so you’re one step ahead of the competition, ready to meet your clients’ needs.
It’s useful to think of championing your customers as a mindset rather than a task to complete. Ideally, putting customers at the forefront of your services should be like second nature, ensuring the process flows smoothly whilst keeping customers happy.
Having a digital portfolio of your industry presence and reputation is crucial as a growing number of people find themselves leaving an expanding digital footprint via platforms like social media.
As all advisers will already know, mortgage demand is currently heading for a 12-year low, with high interest rates causing repercussions throughout the industry.
We believe our promises are a strengthened bond between our company and the people who truly matter – our brokers and their clients.
From advisers to their customers, we strive to make the home insurance journey as straightforward as possible for all parties to ensure the best possible outcomes.
Integrating advised home insurance sales into your offering can sometimes prove a task too many. This has spurred the creation and development of our brand-new Source Go platform.
Re-designed with customers in mind, this system will allow advisors to introduce their clients to an insurance policy journey with minimal contact information before handing the consumer complete autonomy over their policy.
The end of the year typically gives people the prime opportunity to reflect on the previous 365 days, with 2022 no different. However, this is also the perfect time to search ahead for what may await us in the future. Predicting insight into upcoming events can give you an advantage in the future market.
2022 saw many changes throughout the insurance industry, especially from a financial point of view. Companies, advisers and customers have all felt the increasing pressure of rising living costs. With property valuations, rent costs and general expenditure climbing to new heights, 2022 will be remembered for years to come.
The modern-day broker needs to have a range of different skills and qualities to succeed, with a reputation built on …