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Chartered Insurance Institute

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  • More time, more clients, more revenue; how tech is changing your advice process
    More time, more clients, more revenue; how tech is changing your advice process
    Rob Walton, Chief Operating Officer, Intelliflo Recorded: Nov 8 2018 46 mins
    Technology is empowering financial advice firms to reach more clients by reducing friction in the advice process, saving advisers and their support staff time.

    What we are seeing from an in-depth study of users of Intelligent Office is that those firms which are utilising the technology available to them, are actively servicing more clients, generating more revenue and reaching a younger market than their peers.

    The top performing firms are generating 15% more recurring revenue than the rest, equating to some £112,000 per annum, by servicing an extra 131 clients. The good news is that the tools to fundamentally boost your business metrics are available now.

    Rob Walton, Chief Operating Officer, Intelliflo will discuss this in further detail during this 60 minute webinar.
  • Cyber webinar series: Cyber enabled fraud
    Cyber webinar series: Cyber enabled fraud
    Michelle Worvell, Communications Director, Chartered Insurance Institute Recorded: Sep 18 2018 42 mins
    This is the second of our Cyber webinars run in partnership with the Institute of Risk Management, the Chartered Institute of Loss Adjusters, Airmic and the Insurance Institute of London.

    In this panel interview, cyber experts from across broking, risk management and loss adjusting will outline the risk story of cyber enabled fraud from underlying risk, client guidance and coverage considerations to claims settlement.

    The implementation of the Payment Services Directive 2 in January this year (allowing non-banks to provide payment services) and the advent of open banking will also no doubt change the landscape for funds transfer and other cyber enabled fraud.

    During this 45-minute webinar, Michelle Worvell, CII Communications Director will chair an interview panel comprising:

    • Monica Dawson QIAL, CMIIA, SIRM will identify the key steps that organisations should follow to prevent them from becoming a victim of cyber enabled fraud.

    • Gemma Sword-Williams ACII and Associate Director Cyber & TMT at Willis Towers Watson will describe what insurance coverage is available to protect organisations against cyber enabled fraud under cyber, crime and professional indemnity policies

    • Sarah Reynolds ACII ACILA, International Cyber Director at G M Consultant will identify the key aspects to be considered when handling a cyber enabled fraud insurance loss and what victims and/or their insurers can do to recover stolen money either from the criminals themselves or the bank or payment provider involved in the transfer

    The session will end with the opportunity to pose questions to the panel.

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