Jump to content

All Activity

This stream auto-updates     

  1. Earlier
  2. Holloway Friendly has made public that they now offer Immediate Underwriting Decision capabilities. This development changes the way their advisers currently work, as they are now able to produce short and long term policies in minutes without automatic medical evidence requirement. https://www.holloway.co.uk/news/holloway-friendly-joins-the-right-mortgage-protection-network-2/
  3. iPipeline has announced that Zurich (UK) has chosen their TCP LifeSystems’ SS/G (Self Service/Generation) digital solution as its new protection platform. Zurich is aiming to provide the highest quality solutions, with a best-in-class adviser and customer experience through the launch of the new protection platform. http://www.ipipeline.com/uk/insurance-software-solutions/news/ipipelines-tcp-lifesystems-ss-g-digital-solution-selected-by-zurich
  4. The Aviva Platform has moved to FNZ technology. This move will mean advisers will now benefit from increased automation and a number of streamlined services designed to make the platform much quicker and easier to use. http://www.aviva-for-advisers.co.uk/adviser/site/public/news/detail/the-upgraded-aviva-platform-goes-live
  5. The SimplyBiz Group is to launch an end-to-end financial planning system (Centra) to provide support to advisers throughout the investment advice process. Centra will offer access to integrated goals-based financial planning tools, product research and suitability reports. The service is powered by Defaqto Engage, the investment planning software. Centra will go live in March and will be available free to SimplyBiz Group members. http://www.simplybiz.co.uk/news-views/latest-news-blog/simplybiz-to-launch-end-to-end-investment-advice-system/
  6. SimplyBiz has partnered with Just Group to offer its members exclusive access to HUB Referral Solutions (HUB). HUB is a new referral service offering access to retirement income planning, equity release advice and care funding advice. http://www.simplybiz.co.uk/news-views/latest-news-blog/simplybiz-launches-provider-backed-referral-service/
  7. Big news in the US as B2B Robo advice supplier Advisor Engine (previously known as Vanare) acquires a major CRM player Junxure http://www.advisorengine.com/press-release-import/2018/1/2/advisorengine-acquires-junxure-and-raises-additional-growth-capital iPipeline acquires TCP LifeSystems. This should deliver some very interesting end to end capability for iPipeline and their clients. There will be a lot of potential to deliver enhanced customer experiences and grow the Protection market. http://www.ipipeline.com/insurance-software-solutions/news/ipipeline-acquires-tcp-lifesystems
  8. According to a new survey by Intelliflo, MiFID II and the General Data Protection Regulation (GDPR) have been the top two headaches for advisers during 2017. The survey questioned 300 users of Intelliflo’s management software, Intelligent Office (iO) and was aimed to discover what has been the highs and lows over the past year and look ahead to 2018. https://www.intelliflo.com/press-releases/mifid-ii-a-headache-for-advisers-during-2017-but-robo-advice-regarded-as-more-of-an-opportunity-than-a-challenge-new-survey-reveals Digital advice journey embraced by mortgage advisers. UK Mortgage advisers are poised to lead the way with a digital customer journey process, according to mortgage technology expert at Mortgage Brain. https://www.mortgage-brain.co.uk/Pdf/Press-Release/Digital-advice-journey-embraced-by-mortgage-advisers.pdf FinoComp, the Australian technology business providing micro-services software to the UK wealth management market announces the launch of a new service called TierDrop. TierDrop is a performance calculation tool which provides platforms and DFMs with the data required to meet the new reporting requirements for MiFID II on the '10% deprecation rule'. http://www.finocomp.com/assets/pdf/FinoComp launches TierDrop to support MIFID II reporting requirements.pdf
  9. Synaptic Software, has added a new feature-based proposition on its Synaptic Webline protection quote and e-apply portal. The portal enables financial advisers to access quotes and information from insurance providers in real-time and streamline protection sales. http://www.capita.com/news/news/2017/synaptic-software-enhances-its-webline-protection-portal-with-new-feature-based-proposition/
  10. At Royal London, they have developed an electronic signature solution to speed up the payment of claims. They have introduced an e-AMRA for new business customers with DocuSign. https://www.royallondon.com/about/media/news/2017/november/royal-london-introduces-signature-free-consent-form-for-claims/?amp%3Bepslanguage=en InvestCloud has launched two new financial apps called 'InvestCloud Gray' which provides digital capabilities to investment firms and 'InvestCloud Neon' which enables wealth managers and financial institutions to automate trading, accounting, and middle-office workflow. https://www.investcloud.com/Membership/Apps/ICViewContent_Input_App.aspx?IX_OB=KeyRead&ICViewContentHead_Input_App.Id=2158639&ICViewMainContent_Input_App.Id=2158639 Holloway friendly has expanded its new online underwriting process to help save advisers time and money by allowing protection advisers to write full and short-term income protection business in minutes. https://www.holloway.co.uk/news/press-release-holloway-friendly-widens-online-underwriting-process/
  1. Load more activity
  • Newsletter

    Want to keep up to date with all our latest news and information?

    Sign Up
×