Quay goes on the road...
and the high seas

The first Money Marketing exhibition of the year kicked off with Financial Services Scotland at the SECC in Glasgow on the 2nd March. We were delighted to meet large numbers of IFAs that had braved snow and harsh weather conditions.

Look out for Quay Software at future exhibitions - including:

• Money Marketing LIVE at London's Olympia - 4th May 2006
• Money Marketing LIVE at Manchester's G-Mex - 31st October 2006
• Money Marketing ROADSHOW - Leeds - 11th April 2006
• Money Marketing ROADSHOW - Bristol - 21st September 2006
• Look out too for Quay at PIMS 2006 between 7th and 10th June where Quay’s Head of Sales and Marketing, Philip Calvert will be running a number of workshops on technology, marketing and IFA business development.
  
  More details can be found by clicking here

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Client Care Desktop
Continuing to win awards

At this year's annual SimplyBiz awards, Quay has won the prize for 'Most User-Friendly Back Office Software'

SimplyBiz Managing Director, Ian Thorneycroft said after the awards:

"To successfully implement the requirements of TCF [Treating Customers Fairly], it will be essential to have software that works for the client as well as the IFA.

At SimplyBiz we spent a year evaluating all of the major providers and every element of their programs, from factfind through to commission systems. We found Quay consistently the best in terms of ease of use and value to the sales and service process."

Discover just how 'user-friendly' we are! Contact us today for more details on how Quay is helping IFAs to become more efficient, more profitable and more valuable to clients.

CCD Version 3.3 now available!

It’s exciting to announce that Version 3.3 of CCD is now available, and that we will be commencing the roll out during April.

We expect demand for this new version to be high, so if you haven't already registered with us for your upgrade, you can pre-order your copy by sending an email to upgrades@quaysoftware.co.uk. Once we have received your request, we will send you an upgrade document detailing the new integrations and what you need to do to prepare, together with a document detailing the main features and modifications in the new release.

To ensure a smooth transition and that we maintain our level of support to you, the new release will be gradually rolled out over the coming months.

Great new features include:

• Reports designed to assist with RMAR completion
• New and extended factfind and needs analysis tools
• New mortgage section
• Online fact-finding via your website
• Electronic Valuations extended to a wider choice of Providers (Click here to download document)
• Electronic Commission reconciliation now available and supported by 24 Providers (see article below)

A further update will follow shortly after, as we introduce yet more functionality including:

• Integrated document management system for click-button access to client files
• Integration with Dynamic Planner
• Adviser Desktop

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Quay Welcomes DCUK Conveyancing

We are always on the lookout for new providers of top quality online services that can add even greater value to our software and to our IFA clients. So, we are delighted to introduce a very special new online conveyancing service from Direct Conveyancing UK Ltd.

If you have ever written any mortgage business, you will know how slow, tiresome and expensive the conveyancing process can be. Quay have teamed up with DCUK who offer an exciting and new type of conveyancing service – and once tried, you will never look back!

What’s more, DCUK have a dedicated team of chasers whose sole responsibility is to monitor the progress of your cases, liaising with all parties to ensure that matters are dealt with immediately and that nothing delays progress.

In fact, DCUK guarantee completion within 7 days of receiving the offer letter on a remortgage.

An additional benefit is that you can earn a handy revenue stream - typically of up to £100 per case, with you being able to choose the level of commission to ensure the best price for your client.

"I've never experienced this concept of speed and service from a Solicitor before - a simply fantastic service!" Martin Bamford, Director Informed Choice Ltd

"I'm so incredibly impressed with the service, I'm passing DCUK two cases a day."
Louis d'Espagnac, The Mortgage Explorer

Click here for DCUK’s page on our website for details of how their service can transform the service you offer mortgage clients.

Over the coming months, we will be integrating a link straight to DCUK from within CCD. In the meantime, you can request further information and details of how to log on to their website by registering here

Don’t forget to say that you heard about DCUK through Quay!

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Automated Commissions
Another way to save huge amounts of time

• Automated Commissions means huge time savings
• Increase the accuracy of your data (essential in order to take advantage of other e-services such as real time valuations or policy tracking
• 16 matching algorithms allows the system to automatically precisely match and reconcile commission expectations against receipts
• One centralised mailbox means that all Quay users can take advantage inclusive of the licence fee
• Customers have reported over 98% matching
• One stop registration
• Complete implementation process

The process of commission reconciliation represents a necessary but labour intensive process for all IFAs. The process is necessary so as to confirm that amounts received match expectation - because without proper reconciliation IFAs cannot value their pipeline opportunity or business debt. It’s also important because commissions received must often be divided between consultants, sales management, a business introducer or perhaps a network of which the IFA is a member.

With the release of the Automated Commissions module within version 3.3 of Client Care Desktop (CCD), Quay is now able to offer Automated Commissions to all CCD 3.3 customers.

Currently certain provider firms can supply automated commissions statements within an electronic message. The challenge for Quay Software has been to develop a system which could automatically receive, interpret and reconcile these electronic messages.

The Quay message hub which has been designed and built by QSS, will support the receipt and delivery of XML / CSV and EDI commission transfer messages from providers to intermediaries (automated commissions). But in order to receive these messages, firms must first register with these provider firms.

Quay recognise that to individually identify and register with available firms is both time consuming and labour intensive for intermediary firms. Therefore Quay has developed a one stop registration process. Working closely with the provider firms, Quay is able to collate all necessary information and register details for adviser firms.

For further details, please contact Kieran McGee at Quay.

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