Tag Archives: financial advice

James Daley on Fairer Finance and raising standards in financial services customer experience – MAF116

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My guest in this episode is James Daley from Fairer Finance.

We talk about raising standards in financial services customer experience.

Welcome to episode 116 of the Marketing and Finance Podcast.

raising standards in financial services customer experience

What you’ll hear about in this episode

  • How ratings help customers pick companies on factors other than price
  • Getting beyond blissful ignorance to find out what customer service is really like
  • The insurance power of three – claims stats, Ombudsman complaints, and transparency
  • Why you have to move beyond “legally watertight” to focus on what is fair for the customer

Who is James Daley?

James has been a financial journalist and consumer rights campaigner for more than 16 years. In March 2014, he launched a new consumer group and financial consultancy – www.fairerfinance.com. Their tables rank financial services companies based on how they treat their customers, how good they are at handling complaints and how transparent they are. These ratings are designed to help customers of insurers and banks look beyond price – and also to encourage companies to compete on service and transparency.

Fairer Finance makes its money by changing the industry from the inside out – working with companies to create clearer documents, and more transparent customer journeys.

Fairer finance isn’t trying to villainise the industry, it’s dedicated to raising standards.

James believes companies shouldn’t just tell their customers they’re fair and good – they should show it.

James’s links:

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A motivational blend of yoga, coffee and content marketing – RogVLOG – 2

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In episode 2 of RogVLOG come behind the scenes of my business.

Marketing guy and fitness and yoga instructor.

Have a sneaky peak into my power yoga class. Check out my favourite place to work from – the best coffee shop in Edinburgh.  And let’s talk about content marketing with city colleagues.

Thanks to Pelham Hill from Renroc Cafe and Faith Liversedge from Nucleus Financial for appearing in the show.

More about Renroc Cafe:

Following its refresh and refurbishment in June 2012, they created a cross between the casualness of a cafe and the formality of a restaurant. Where good food and a dining experience need not cost the earth. That it can be fun, casual and relaxed too.”

A motivational blend of yoga, coffee and content marketing - RogVLOG - 2
Cafe Renroc Cafe Bar and Venue – Edinburgh

If you want to find out more about Cafe Renroc Bar and Venue – visit their website here. 

More about Nucleus Financial:

Nucleus was created in 2006 by a group of seven adviser firms who saw that pensions and investment products weren’t as flexible as they could be. They created a new model that took control away from the life companies and fund managers and put the adviser in charge so they’d be free to create independent, tax-efficient, low-cost investment solutions for each and every client.

Have a look at the content Nucleus Financial are putting together on their #Illuminate pages here.

Now it’s your turn:

What did you think of the VLOG? Thinking about visiting Cafe Renroc? Please leave a comment below or chat about it on social media.

If you enjoyed – a motivation blend of yoga, coffee and content marketing –  it’d be great if you subscribed to my YouTube channel.

A motivational blend of yoga, coffee and content marketing - RogVLOG - 2

David Smith on using widget technology to improve how insurance is bought and sold – MAF115

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In this episode, I talk to David Smith from iPipeline.

We chat about how iPipeline are using widget technology to improve how insurance is bought and sold.

Welcome to episode 115 of the Marketing and Finance Podcast.

We chat about:

  • How iPipeline come up with ideas and develop them into helpful technology widgets
  • Retaining the human touch even when talking about tech
  • How the supermarket shopping bag tax inspired the “Life Genie” insurance nudge for mortgage brokers
  • Using form technology to give advisers and clients a low hassle way to put plans under trust

Who David Smith?

David works for iPipeline UK and is responsible for distribution relationships and integrations with iPipeline’s market-leading protection platform, annuity service and point of sale technologies.

If you enjoyed – David Smith on using widget technology to improve how insurance is bought and sold – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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