Client Care Desktop

Client Care Desktop (CCD) is the latest and, we believe, the most competent client management system available today. What makes the system so compelling is that it has been built with the benefit of over a decade of software development experience here at Quay, the input of some of the country’s leading financial advisers, compliance consultants and support staff and is based on some of the most modern database and software development technology.

The system is highly scaleable and is in use today by many of the leading networks and national firms. The system is also remarkably easy to use and therefore suits the needs of sole traders and small, local firms.

Compliance is one area of the business process that benefits significantly from technology based automation. With automated testing of business written for completion, automated identification of high risk of cases and automated selection of files for review, CCD offers risk management as well as time efficiency.

Managing group schemes can often be time consuming and unprofitable. However, CCD has been designed to take the strain out of managing group schemes as well as opening up new business opportunities in the corporate market through the exchange of data electronically between Employers, Product Providers and Scheme Administrators.

Mortgage management requires efficient tracking of tasks. CCD offers this and more. With a new FSA compliant mortgage / lending fact find, the ability to manage linked sales such as protection plus dedicated support for products such as Buy-to-let, Equity release and more, CCD will meet the needs of the most sophisticated mortgage adviser.

CCD now includes support for Commercial lines products as standard plus a dedicated Commercial lending fact find.

For more details, to arrange a personal demonstration, please contact our sales team on 01279 756 080. Alternately, please complete the sales enquiry form and we will be in touch.