10
Jul 17

The relevant ways to earn customer trust

Trust is the key to sustainability in financial services. At Equip, some of our key performance metrics are around the actual and relative levels of trust that our members vest in us as providers of superannuation and financial advice. Understanding what the drivers of trust are and how, where and when to connect with customers … Continue reading The relevant ways to earn customer trust

30
Jun 17

Three important types of data you need to capture about your members

Author:Mark Koh

Every company should have a strategy to record and collect data about their customers. It should not only determine what data points to capture, but how this data is used across marketing, sales, product and services. This information should then allow you to better understand your customers and develop your business. In this blog post I … Continue reading Three important types of data you need to capture about your members

20
Jun 17

Genuine engagement begins with a pleasant member experience

With the hype around the budget and changes to superannuation laws, investing and wealth management is more front of mind for the general public than usual. Slowly, people are beginning to realise that the pension may not exist in a few decades’ time, and therefore money needs to be invested today, to be able to live … Continue reading Genuine engagement begins with a pleasant member experience