Media release 12 October 2021 Fidelity Life is transforming its support for advisers with the creation of a new team delivering solutions across the areas of advice (including advice-tech) and professional development, as well as an expa...
13 November 2020
New Zealand’s largest locally owned life insurer, Fidelity Life, has successfully deployed a new PureCloud telephony solution that will ultimately help the company deliver an improved experience for its customers and independent financial adviser partners.
Delivered together with partners Spark and CCL in just eight weeks, PureCloud is the final instalment of Fidelity Life’s infrastructure roadmap - and another milestone in the company’s bold five-year transformation which is underpinned by Project Watson, a $25 million investment in a new Microsoft Dynamics 365 platform.
Fidelity Life’s Chief Operating Officer Kath Johnson says PureCloud is a significant leap forward in the company’s telephony capability, allowing it to keep up with customers’ evolving expectations.
“Our customer-focused transformation requires us to gain a deeper understanding of our customers so we can deliver better experiences. PureCloud should deliver some immediate benefits for both our customers and advisers, including shorter wait times, fewer abandoned calls and ensuring the caller gets to the right place first time.
“The next phase of the project is really exciting and will see PureCloud integrated with our CRM, allowing us to have a single view of all our customers’ one-to-one interactions with us. Our teams will be able to see each customer’s previous phone, chat, email and written communications, as well as their policy details, all in one place, and in the future make it possible to anticipate the nature of their enquiry.
“This level of service is what consumers expect and its important we’re able to deliver on that.”
Alongside PureCloud, Fidelity Life has also enabled calling on its Microsoft Teams app. This means no more deskphones for the company’s 270 people when they’re in the office, and a seamless experience for customers and advisers - even when staff are working from home.
Project Watson is named for the innovative spirit of Fidelity Life founders Gordon and Shirley Watson. In July 2020 the company announced the successful completion of the first pilot phase of Project Watson on time and on budget. The larger second and final phase is on track for completion during the second half of 2021.
Fidelity Life’s five-year transformation strategy aims to deliver sustainable growth and is built on the idea of reimagining life insurance for New Zealanders.
Fidelity Life’s technology delivery partners include:
- DX Labs
Kath Johnson - Chief Operating Officer
Media release 11 October 2021 Fidelity Life’s core business continued to perform well in the 2021 financial year as it boosted transformation spend and remained resilient against the economic impacts of COVID-19. Underlying profit for th...
Media release 15 September 2021 A series of online licensing support workshops being jointly hosted by Fidelity Life and the Financial Markets Authority has attracted almost 200 adviser registrations. The workshops are designed to provid...