|
Quotes & new business
The Exchange
The Exchange is the UK’s leading intermediary trading platform
in the financial services market, used by over 19,900 registered
users within IFA and other authorised firms. It provides online
information and transaction services, with 91 million client illustrations
processed over the service in 2003
Commenting on integration with Client Care Desktop, David Child,
chief operating officer at The Exchange, commented: “We are
constantly looking for ways to add value to the businesses of IFAs.
By working with Quay Software we can further automate the sales
process for IFAs by removing some of the administrative tasks that
are currently involved such as entering client details more than
once.”
Assureweb
Assureweb provides dynamic information exchange and transaction
services via the Internet between product providers and IFAs. Thirty-seven
top Life, Pensions and Investment Providers back AssureWeb. Over
15,000 Intermediaries are currently registered to use Assureweb,
which is free of charge to all Professional Intermediaries who have
access to the Internet.
Commenting on the integration with Client Care Desktop, Charles
Bryant, Chief Executive Officer of Assureweb said:
“We are constantly working with our customers to see how we
can further enhance the functionality and services available through
Assureweb. We are delighted with our link-up with Quay Software,
which will deliver tangible benefits to users of their Client Care
Desktop service in terms of improved efficiency and access to Assureweb’s
comprehensive range of free services.”
Electronic new business
Data should only ever be entered once, whatever the size or profile
of firm. System controls should ensure that data is entered comprehensively
and that's exactly what Client Care Desktop does.
Enquiries and recommendations can be recorded in the system so
that outstanding enquiries can be monitored and so that case completion
can be measured. The enquiry log feeds the system’s new business
register, simultaneously completing the electronic new business
submission to the Provider and new business submission to your network
(where relevant). All without the need to re-key, all without the
possibility of error and all in real time.
Electronic new business using Enforms
removes the need to re-enter data, saves admin time and removes
the opportunity for human error.
|
