Tag Archives: protection insurance

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

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

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.

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Adviser produced content, the couch test, and engaging our clients – MAF105

Could Adviser produced content be the key to future growth of the UK protection market? Maybe even the whole financial services industry?

And would your policy definitions stand up to “the couch test”? Or survive a mauling on social media?

Welcome to episode 105 of the Marketing and Finance Podcast.

Adviser produced content, the couch test, and engaging our clients - MAF105

What you’ll hear about in this episode

    • How advisers can create videos, audios and publications to engage their clients
    • How everyone carries a mobile TV studio, radio station and virtual assistant in their pockets or bags
    • Could you defend your policy wordings in the glare of the media spotlight?
    • Why we should put policy conditions out on social media for feedback

Today is one of those occasional episodes where it’s just me and the mike, talking about a couple of topics that have recently caught my attention in the financial services market.

I’m going to have a look at adviser produced content. And how we can use social media as a research tool when developing products to avoid future problems.

If you enjoyed – Adviser produced content, the couch test, and engaging our clients – 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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