Four key disconnects between advisers and female clients
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
Satisfaction
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
South African Customer Satisfaction Index – Who got the most “likes” in the life industry?
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released. According to Consulta that conducted the research “insurers are heading into an environment where consumers will be under […]
South African Customer Satisfaction Index – Who got the most “likes” in the life industry?
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released. According to Consulta that conducted the research “insurers are heading into an environment where consumers will be under […]
Customer Satisfaction Index – What do financial services clients think?
“2020 looks set to be an epic fight for survival as numerous socio-economic factors come into play that will further challenge businesses and their ability to achieve greater levels of customer satisfaction in […]
SA medical aid Customer Satisfaction Index – Medihelp and Bonitas score high on TCF
Medical schemes are facing tremendous pressure in a low growth market where customer expectations and utilisation are very high and increasing, while loyalty is on the decline as a result of lower price […]
South African Customer Satisfaction Index – Who has the most satisfied customers?
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released and it shows who has the most satisfied customers in the country. According to Consulta that conducted the […]
South African Customer Satisfaction Index – Who has the most satisfied customers?
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released and it shows who has the most satisfied customers in the country. According to Consulta that conducted the […]
Benchmark of customer satisfaction shows TCF is key
What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. […]
