Provider-backed online portal Assureweb and the UK’s leader in advice technology, Distribution Technology, have entered into a strategic partnership to integrate Assureweb’s quotation and new business services into Distribution Technology’s new Dynamic Point of Sale product.
For the first time advisers will be able to seamlessly carry out a full sales process through a single software product from one vendor. This new venture enables advisers, using Dynamic Point of Sale, to carry out the fact find, risk profiling, asset allocation, stochastic forecasting, quotations and illustrations, suitability and application all on one system.
Although portal integrations have been carried out with back-office systems in the past, this new service brings the integration to the place where it is needed – the sales process.
Patrick FitzGerald, Product Development Director at Distribution Technology Limited, commented:
This software fundamentally changes the sales process for advisers; they will now be able to start, carry out and complete the sales process in one place. Re-keying data or plugging in other software to complete a sale, are processes which are fast becoming redundant.
More importantly, advisers want the quotations and application to be in tune with the financial planning advice they have prepared. We are unique in being the only software company that delivers each piece of the sales process from its in-house expertise. The more pieces of software you plug together in the sales process, the more disjoints you encounter in both the data and the outputs.
We are passionate about delivering a complete sales process for advisers: a single piece of software from a single vendor. This is why we have built a team at Distribution Technology that can deliver all of the various components in one place. Our clients are very excited about this latest development.
Stephen Wynne-Jones, Director of Sales & Marketing at Assureweb, said:
For too long, advisers have had to put up with disjointed sales processes; forced to use systems that have been bolted together with little regard for the user. By embedding our data into the heart of Distribution Technology’s complete system, we can deliver an unrivalled straight-through process which is simple to use and has no multiple licence arrangements.
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