Industry solutions

With one regulator covering almost the entire spectrum of a personal and corporate client financial planning and insurance requirements, the need is for a system that offers a single view of clients, compliance, commissions and fees.

That system is Client care Desktop. The system is highly comprehensive and supports multiple channels from a single database.

Although the system offers support for the full spectrum of distribution channels, no compromise has been made when it comes to the depth of functionality offered.

At Quay, we employ specialist knowledge and industry experience. Almost all of our staff have worked within the financial services industry and this knowledge is supplemented and tested continually through our close working relationship with key client representatives known as "channel partners".

	Financial adviser Collating and analysing a client’s financial position can be one of the most time-consuming activities undertaken by an adviser...			Compliance manager Responsibility for the management of compliance within many, particularly smaller, firms falls to the business principals...
	Employee benefits Managing group schemes is both demanding, time consuming and often unprofitable...			Mortgage Broker Efficient mortgage management has been designed-in Client Care Desktop feature from the outset. ...
	Commercial Lines The needs of corporate clients often extend beyond employee and executive benefit planning and share protection...