Financial Management – The 5 Jar Method

March 9, 2020

How well we manage our money is more important for our financial wellbeing than the size of our income. You see…the default for most of us is to pay for whatever we need to pay for and then “save” the rest. This is not a sound financial plan. Most Australians live pay cheque to pay cheque. While there are numerous root causes for this, they all manifest as a failure to manage money effectively.

Spotlight

CSE Insurance Group

CSE Insurance Group is a multi-line provider of personal, commercial property and casualty insurance recognized for its fairness, integrity and exceptional service. In 1949, the firm was founded “to furnish insurance at equitable rates to clients and promote the interests and welfare of public employees.” These values are a touchstone that CSE Insurance Group lives by today. In every way, it strives to do right by customers and protect them with well-made insurance. The thoughtful people of CSE and the agents who represent its products are also dedicated to the communities in which they live. We believe being a good person shines through in caring, individualized service, and a good company reaches out with accessible user-friendly technology and welcoming, clear conversations. Our reputation stands on the confidence we create every day.

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Gamification in Banking and Financial Services

Infographic | February 20, 2020

When there is a lack of trust and engagement, customers don’t consume products and services. Engagement is critical to keep your customers loyal to your brand. At the same time low engagement among employees causes high levels of stress and burn out. This results in decreased performance, not to mention that stress causes higher error rates, poor quality work, staff turnover and absenteeism.

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Three Best Areas for Automation in Finance

Infographic | March 30, 2022

Automation has a critical role to play in managing the financial processes. Fraud prevention: Financial teams need best practices to manage and detect fraud in financial activities.

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Evolution of Banking: From Brick-and-Mortar Banks to Digital Banking

Infographic | March 30, 2023

Mobile deposits, online bill payments, and real-time transaction monitoring make digital banking an appealing alternative to traditional banking.

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TOP 5 FINANCIAL TRENDS IN 2020 FOR BETTER MONEY DECISIONS

Infographic | January 16, 2020

The way people spend, save, and handle money nowadays have drastically changed. With the introduction of fintech solutions and new investment vehicles, it’s not surprising to see banking and financial industries now adapting to the modern needs of the younger generations. More tech trends are set to disrupt financial services in 2020,

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How To Create A Monthly Budget- Budget Planning

Infographic | January 23, 2020

Do you know where your money is going each month? Do you know where it went yesterday? It is really important to keep track of your expenses. It is useful to make a budget for your future planning. Tracking your spending helps you to identify the expenses and you can control it. If you know the reason for expanding your money, where you spend you can utilize your money in a good way.

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HOW AI IS TRANSFORMING THE BANKING AND FINANCIAL SERVICES INDUSTRY

Infographic | November 1, 2021

37% of Financial Services firms globally adopt AI to reduce operational costs AI is poised to give the banking industry an aggregate potential savings of $447 Billion by 2023 A Juniper research predicts that 90% of interactions in banks will be automated by 2022 using chatbots As per research, AI will reduce banking operational expenditures by 22% Automating middle-oce tasks with AI has the potential to save North American banks $70 Billion by 2025.

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Spotlight

CSE Insurance Group

CSE Insurance Group is a multi-line provider of personal, commercial property and casualty insurance recognized for its fairness, integrity and exceptional service. In 1949, the firm was founded “to furnish insurance at equitable rates to clients and promote the interests and welfare of public employees.” These values are a touchstone that CSE Insurance Group lives by today. In every way, it strives to do right by customers and protect them with well-made insurance. The thoughtful people of CSE and the agents who represent its products are also dedicated to the communities in which they live. We believe being a good person shines through in caring, individualized service, and a good company reaches out with accessible user-friendly technology and welcoming, clear conversations. Our reputation stands on the confidence we create every day.

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