Wealth Life and Pensions

How data can help you get closer to your customers

It is unimaginable to build a digital strategy without ensuring your data is of quality, having a single customer view is also key.   In this short video, Richard Howells, Director of Insurance,...

Video - Jun 2018
To enhance customer experience, investment is required in new resources

Richard Howells, Director of Insurance, Wealth, Life and Pensions at Experian, articulates how Experian’s research with Forrester uncovered where big investments are required to enhance business...

Video - May 2018
How data enables more opportunities for insurers

“Customer behaviour is being formed outside of the markets we specialise in and the customers’ expectations are incredibly high because of this. We need to think differently about the data...

Video - May 2018
The Pensions Dashboard – is it a revolution for the…

The Pensions Dashboard has the potential to revolutionise the industry. Why? It provides a mechanism for pension holders to see and manage their accounts in one...

Blog - Oct 2017
In a truly digital economy, are Life and Pensions markets…

Forty years ago, the customer expectation in the Life and Pensions market was that once a policy was sold an agent would come to the door at regular intervals to collect premiums – well, it’s not...

Blog - May 2017
Know your customer: How a single customer view can help…

Across all industries, customers now expect fast, convenient, personalised responses from their service providers – across multiple channels....

Blog - May 2017
Adopting customer-centric processes for a better customer experience

Most customers are no longer satisfied with a single annual statement, which is commonly one of the only pieces of correspondence pension providers have with their customers. They now want, and...

Blog - May 2017
Customer retention is a growing challenge for Life and Pension…

How do you provide the best customer experience if you cannot get in touch with your lost...

Blog - May 2017
How will Wealth, Life or Pension providers find and win…

A generation ago, if you needed to grow a customer base you would put a fleet of new salesmen on the road – if only business was that easy...

Blog - Apr 2017
Pension fraud – affecting more people than ever

Customer expectations and regulatory change has led to increased responsibility on the provider to protect against pension fraud. Pension freedoms have created greater flexibility and access for...

Blog - Feb 2017
Five key reasons why pensions firms must digitise

With its over adherence to paper-based processes the pension sector has struggled to keep pace with the movement of the times – but that’s something it can no longer afford to...

Blog - Feb 2017
A data arms race: the future of Wealth, Life, and…

The Wealth, Life, and Pensions market is moving – and quickly. Once it was the sedate end of the financial sector, with policies and investments sold in ranges and at a pace that suited providers,...

Blog - Dec 2016