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3 December 2016
Platform technology is essential if advisers want to service more clients, according to HUB24 MD Andrew Alcock.
“Clients like online access and advisers want client servicing to be more efficient,” he said.
“Advisers are increasingly getting help with this via improving platform technology.”
Extended compliance requirements will mean more data management, and technology will facilitate this, Mr Alcock says.
“Without better technology in managing client information and transactions, advisers simply won’t be able to sustain the same volume of clients.
“Alternatively, they will need to increase practice resources.”
According to a recent Investment Trends survey on advisers’ use of technology, 91% say its key use is client servicing.
Investment Trends Senior Analyst Recep Peker told insuranceNEWS.com.au technology helps advisers show how they can add value for clients.
“The key thing is for the adviser to demonstrate how they are adding value,” he said. “If they don’t show how much value they are adding to the relationship, clients will move on.”
Mr Alcock says newer platforms differentiate their features, such as reporting, efficient administration and accessibility.
“These features help advisers better service their clients,” he said. “And if a platform has these features with the technology to keep costs down and provide value to consumers, everyone’s a winner.”
But he warns new platform features must fit individual advisers’ needs.
“We regularly seek to ensure there is balance between product refinements and overall practice utility,” he said.
2 December 2016
To oversee the policy, framework and execution of insurance risk, including underwriting, reserving and reinsurance across the Group, including providing support and appropriate second line challenge to all aspects of insurance risk, including performance.
2 December 2016
As part of a broader credit control team, you will be responsible for credit control functions that will result in sound achievement of targets and goals.
1 December 2016
Support data strategy initiatives delivering key data capabilities such as guidelines for data quality, master data and metadata across the group.