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Distribution Technology to deliver strategic point of sale solution for Openwork
Distribution Technology, the UK’s leading provider of planning and sales technology and Openwork, the largest UK multi tie adviser network, have entered into an agreement to design a new strategic front office point of sale platform.
Openwork, with over 2,600 advisers, provides services to clients across a range of financial need areas including Mortgages, Protection, Investments, Pensions and General Insurance.
The agreement with Distribution Technology is to design a new single strategic solution based on the established Dynamic Point of Sale (DPOS) application. DPOS is an on-line application that supports the end to end adviser sales process from fact find through needs analysis to the completion of suitability documentation.
Peter Ellen, Openwork Chief Operating Officer said, “Our future success depends on our ability to deliver operational effectiveness and the automation of our advice process will play a central part in this delivery. Distribution Technology is an exciting new partner for Openwork – a company with a proven track record for implementing truly innovative point of sale solutions. We selected Distribution Technology to partner with us, following a rigorous process that involved Advisers, Sales Managers and Support Centre staff and we are confident that they will prove to be an excellent choice.”
Ben Goss, CEO of Distribution Technology said “We are delighted to have been selected to partner Openwork as the UK’s largest distributor and multi-tie. Openwork has a rich and diverse range of advisers including large numbers of mortgage specialists as well as wealth managers and our selection demonstrates both the breadth of our platform as well as its scalability.”