As the financial services/insurance industry faces unprecedented changes and prepares itself to compete for customers and talent, there are a number of considerations that must be addressed to ensure that agencies are prepared for this momentous shift.
By Fiona Cuddy - Associate Vice-President, Managing General Agency Partnerships at Canada Life 2017
It’s no secret that major change is happening across the financial services industry. Consumers’ needs are evolving, and advisors are working differently. To keep pace and ensure future success, companies should consider redesigning their fnancial centres into more inviting, contemporary spaces where advisors are proud to meet with clients — either in person or digitally.
By Peter J. Petesh, Denise M. Visconti, Corinn Jackson, and Meryl Rosenthal, CEO of FlexPaths October 20, 2016
A workforce that adheres to a traditional work style, or a consistent eight-hour workday in the same location – with no offsite work or interaction with business colleagues or customers – is increasingly becoming a relic in many settings. Whether at a coffee house, commuter train, airport lounge, or soccer field, transactions, communications, and decisions take place on a range of devices away from the brick and-mortar job site.
October 2014 – Are companies prepared for today’s cross generational workforce and their work expectations? Are they poised to flex their work environments, work styles and work cultures? What are the driving forces, how are companies coping, what the perceptions and how do we move to practical solutions?