EquiSoft and AGEman Solutions to improve integration


Standardized data security requirements for life insurance

by Andrew Rickard The Insurance & Investment Journal


Fit an office in your pocket

by Danny Bradbury Investment Executive

With smartphones becoming ever more powerful, you can adapt certain technologies to create an ultra-portable smartphone-based office that will do a good job of replacing your laptop or desktop most of the time : http://www.investmentexecutive.com/-/fit-an-office-in-your-pocket?redirect=%2Fback-issuesFit

Canadian companies increasingly concerned about cybersecurity

by Mathieu Carbasse Investment & Investment Journal


Edward Jones to encourage its advisers to text clients

By Alessandra Malito, InvestmentNews Tech


Financial services critical in Canadian economy

By Tessie Sanci, Investment Executive


Agent-Free Online Insurance Sales Given Greenlight in Quebec

By Alain Theriault – The Investment and Insurance Journal

Consumers will not have to get advice from a representative before buying an insurance product on the web, says Quebec’s financial markets regulator, the Autorité des marchés financiers (AMF). It announced this decision in a report published on April 2. More at : http://www.insurance-journal.ca/2015/04/21/agent-free-online-insurance-sales-given-greenlight-in-quebec/

Google’s new algorithm to hinder many advisers’ web presence

By Alessandra Malito

Many advisory firms have failed to keep pace with the times and are operating websites that are better suited for desktops than smartphones, tablets, other mobile devices. Google’s latest algorithm change, which will favor mobile-friendly websites starting later next month, threatens to make it more difficult for clients — or potential clients — to find financial advisers’ websites in Google searches.

That’s because many advisory firms have simply failed to keep pace with the times and are operating websites that are better suited for desktops than for smartphones, tablets and other mobile devices.

Indeed, 41% of the advisory firms that participated in InvestmentNews2015 Tech Study conceded their websites were not optimized for mobile use. Meanwhile, 44% said their websites had been optimized and 16% were unsure.

“Financial advisers are serving a vast population of people who will be accessing their websites from a variety of different devices,” Jimmy Douglas, general manager of Smarsh Sites, a company that works with 5,000 financial advisers to create websites, said. “They need to be able to accommodate that.”

Starting April 21, advisers’ sites will have to be optimized to rank high in Google search results.

A website is deemed mobile-friendly when its text automatically resizes to adjust for various screen sizes. Advisers can determine whether their site is mobile-friendly with a test provided by Google.

“This change will affect mobile searches in all languages worldwide and will have a significant impact in our search results,” Google wrote in a blog post about the upcoming change. “Consequently, users will find it easier to get relevant, high quality search results that are optimized for their devices.”

2013 report by Google on mobile use, found that 94% of smartphone users look for local information and 84% of those users take action thereafter, such as contacting a business.

Advisers with already established websites may need to consider moving away from static pages — pages that do little to foster interaction visitors.

According to Google, there are three things to know when making a website mobile-friendly.

  • Make it easy for customers
  • Measure the effectiveness of your website by seeing how visitors can view your page
  • Be consistent in your design for your website across all devices, like phones, websites and tablets

Google also offers a guide to being more mobile-friendly.

Other factors to consider when trying to create a mobile-friendly site include writing text that’s easy to find in search engines, having fewer photos and not relying on downloaded software like Javascript and Flash, which can potentially slow down a website’s loading or become clunky on a mobile screen.

The move to embracing mobile-friendly sites will help Google sift through the infinite amount of content that floods through the web every day.

“It creates a specific identifier of a good site,” Brian Kuhn, a financial adviser at Planning Solutions Group Clarity in Fulton, Md., said.

This new algorithm “gives an opportunity to have a characteristic that not a majority of the sites have.”

For those unfamiliar with building a website, it could cause some concern.

“It’s a not a reason to panic,” Jimmy Douglas, general manager of Smarsh Sites, a company that works with 5,000 financial advisers to create websites, said. “Websites are very cyclical and it’s not uncommon for someone to build a new website every few years.”

Financial advisers will simply need to make strides to become more visible on the web through search results.

“Websites are like modern day yellow pages,” Chris Horton, a digital strategist at SyneCore Technolgies, said. “If you weren’t in the yellow pages, people didn’t do business with you. They didn’t trust you.”

What Will The Life Insurance Industry Look Like 10 Years From Now?

by Chantal Marr,

President at LSM Insurance

Like much of the financial services industry, the life insurance market is set to radically change within the next 10 years for both buyers and sellers.

The main factor that will contribute to this change is the rise of technology and social media. Already, we’re seeing the effects of social media in North American society today. People are digitally more connected than ever with their family, friends and colleagues. https://www.linkedin.com/pulse/what-life-insurance-industry-look-like-10-years-from-now-chantal-marr?trk=hp-feed-article-title

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