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SimplyBiz

Quarter of advisers unsure on 2024 prospects: SimplyBiz

Adviser / Broking

Quarter of advisers unsure on 2024 prospects: SimplyBiz

Client bank growth is top priority

clock 18 January 2024 • 1 min read
PMI vs NHS Wait Times: Striking the Balance for Clients' Health

PMI

PMI vs NHS Wait Times: Striking the Balance for Clients' Health

“Two sides of the same coin in the UK healthcare system”

clock 19 October 2023 • 3 min read
SimplyBiz adds HSBC Life to protection proposition

Insurer

SimplyBiz adds HSBC Life to protection proposition

Full range of protection products now available

clock 17 October 2023 • 1 min read
The growing importance of business quality in the protection sector

Adviser / Broking

The growing importance of business quality in the protection sector

"A good sales process is one in which a customer feels like more than just a number"

clock 11 October 2023 • 4 min read
Can tech help with the heavy lifting in your protection advice process?

Technology

Can tech help with the heavy lifting in your protection advice process?

"Technology extends its influence beyond client-adviser interactions"

clock 04 October 2023 • 4 min read
Fintel hires Keith Hare to support Plannr Technologies' growth

Adviser / Broking

Fintel hires Keith Hare to support Plannr Technologies' growth

Following 25% equity stake in the start-up

clock 11 August 2023 • 1 min read
SimplyBiz partners with iPipeline on sourcing tool

Adviser / Broking

SimplyBiz partners with iPipeline on sourcing tool

First step in “enhanced” relationship

clock 22 June 2023 • 1 min read
Fintel takes 25% stake in tech start-up after successful adviser pilot

Adviser / Broking

Fintel takes 25% stake in tech start-up after successful adviser pilot

Invested in CRM specialist via Fintel Labs project

clock 20 June 2023 • 1 min read
SimplyBiz rolls out further Consumer Duty support for advisers

Adviser / Broking

SimplyBiz rolls out further Consumer Duty support for advisers

Six weeks until Consumer Duty implementation

clock 19 June 2023 • 1 min read
SimplyBiz launches Appointed Representative support programme

Adviser / Broking

SimplyBiz launches Appointed Representative support programme

To support new FCA requirements

clock 06 June 2023 • 1 min read
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