WEBLINE, the portal service which is part of the Capita Group, has begun testing its new upselling quotation capability, ‘Term Additions'.
A NEW online share-dealing service is being launched by Alliance Trust.
THE Chartered Insurance Institute (CII) has fast-tracked the introduction of online examinations.
UK and pan-European moves to speed up clearing operations should enable IFAs to offer more real-time business in future, says one of those involved in building the IT infrastructure here and abroad.
How long ago was it that the insurance salesman was epitomised by the sight of the trusty rate book? I have no idea because technology has been with us in financial services for many a decade.
Law firm Financial Services Legal has built a website it says offers IFAs an easier way to sell their businesses and exit the industry.
Intelliflo is rolling out a consumer portal in January as part of its Intelligent Office system, which will enable advisers' clients to do their own valuations and obtain quotations.
OPENWORK has confirmed a number of senior sales managers are at risk of losing their jobs as part of its restructuring process.
CAPITA has bought Synaptic Systems, a provider of research information and software to IFAs.
ALLIANCE Trust Savings is set to launch a service that will help listed companies build a closer relationship with their shareholders.