Category | Technology

AFA Signs Partnership with Map My Plan

The AFA has partnered with robo-advice provider, Map My Plan, to offer a service to advisers to help them attract new clients and build financial literacy among new and existing clients. (more…)

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0 · October 12, 2017 in Associations, Conferences and Events, Practice Management, Services, Technology  

Coaching is Future of Financial Advice

Financial advisers should consider broadening their services to become a financial lifestyle coach while also adopting new technology to meet regulatory requirements, a new whitepaper has claimed. (more…)

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0 · August 22, 2017 in Compliance & Regulation, Practice Management, Practice Marketing, Soft Skills, Technology  

News in Brief

ASIC Seeks Peer Review Panel Members Infocus to Expand H&R Block Referral Program ClearView Signs Xplan for Scaled Advice (more…)

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0 · August 15, 2017 in Company News, Dealer Groups, Services, Technology  

ANZ Trials Wellness Program With OneCare Customers

ANZ Wealth has begun a trial of a wellness program with 3000 participants in a bid to drive healthy behaviours among its OnePath and OneCare customer base. (more…)

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0 · July 25, 2017 in Company News, Services, Technology  

MLC Life Launches Group Life Platform

MLC Life Insurance has continued its rollout of new life insurance related technology with the launch of a group insurance digital platform for superannuation funds. (more…)

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0 · July 25, 2017 in Claims, Company News, Superannuation, Technology  

OneCare Launches Real Time Pre-Assessment Tool

ANZ Wealth has launched a life insurance pre-assessment tool for its OneCare range of products that will identify loading and exclusions for a range of pre-existing medical conditions. (more…)

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0 · July 17, 2017 in Company News, Products, Technology  

News in Brief

Use of Synchron Medical Skyrockets; Investment Trends 2017 Planner Technology Report (more…)

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0 · July 13, 2017 in General, Services, Technology, Underwriting  

MLC Life Underwriting Deal to Offer Instant Pricing

MLC Life Insurance will offer instant pricing on life insurance cover after it announced a partnership with Pacific Life Re to use its underwriting rules engine, UnderwriteMe. (more…)

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0 · July 6, 2017 in Company News, Technology, Underwriting  

MLC Digital Push Leads to New Website

MLC Life Insurance has launched a new website as it shifts the business to a more digitally focused organisation and as part of a widespread technology upgrade taking place within the insurer (see: MLC Eyes Digital Driven Future As New Team Named). (more…)

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0 · June 23, 2017 in Company News, Technology  

Genetic Testing Looms as Emerging Risk to Insurance Models

Genetic tests are unlikely to create problems for life insurers for the immediate future as they are not entirely reliable at present and may be challenged in court by policy holders. (more…)

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0 · May 23, 2017 in Claims, Products, Technology