Only Finance has signed an exclusive deal with The Exchange to integrate its back-office system with the Exweb portal.
The integrated service, which will initially be used by 50 advisers, will include quick links from the back-office to the Exweb homepage and can access quote data saved on the back-office system to prepopulate application forms in Exweb.
The Exchange says the new system will give advisers at Only Finance a simplified and streamlined solution for the placement of business.
Commenting on the deal, Andrew Georgiou, managing director of Only Finance, says: “With all the new regulations increasing the need to manage data accurately, our advisers will now have much greater reliability and accuracy reducing admin time and releasing more time for them to look after clients - a great win win situation.”
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