Distribution Technology Limited (DT), the UK’s leading provider of financial advice technology, is providing its Point of Sale solution to Lloyds TSB Private Banking.
The tailored software, to be used in consultations with Lloyds TSB’s high net worth (HNW) clients, will help enhance adviser productivity and maximise the identification of client financial needs across a whole range of financial products. It will also enable offline data collection, and support the provision of model portfolios and the Bank’s proprietary risk-profiling approach.
Distribution Technology provided a multi-disciplinary team to work with Lloyds TSB and configure a solution from its Planning and Sales Platform (PSP). The software underwent a successful trial during the summer and is now being rolled out to the entire adviser population across the country.
Ben Goss, CEO of Distribution Technology said:
The solution for Lloyds TSB Private Banking builds on the ability of our Point of Sale solution to capture existing assets and provide a holistic view of a client’s needs. It will also help ensure Lloyds TSB Private Banking customers continue to receive compliant advice and treatment.
Lloyds TSB Private Banking Head of Business Bupport, Dan Dagg added:
We expect the software from Distribution Technology to make a significant difference to the productivity of our private banking advisor population. With the new, tailored system in place we will also be able to dramatically maximise the identification of client financial needs across all areas.
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