Capita Enabler is launching a website service for advisers who want to create their own tailor-made and e-commerce-enabled web presence.
Called ‘Modular Website’, the new package is a cost effective way for an intermediary to develop and maintain its own website. Using a simple online editing tool, the template based structure can be used to create a professional online customer-facing facility, with the advisers’ own branding and imagery.
A range of pre-compliance checked comprehensive guides, calculators and response forms are provided with each Modular Website. This allows advisers and networks to have full control of site content and everything they need to service clients. Networks can specify their own wording and replicate it across all their advisers’ sites.
The main features of the Modular Website include:
- Over 600 pre-compliance checked guides and pages
- Client Fact Find capability online which automatically populates the back office system
- Access to revenue generating Enabler mychoice panel for online buildings and contents quotes and online submission, featuring 12 leading providers
- Access to fund and investment fact sheets
- Exclusive access to quote and submission of various financial products online including leading life and protection
- Comprehensive information on savings, loans and credit cards
Via an advisers’ bespoke site, customers will be able to research, compare and buy products using integrated tools such as Webline, TrustNet, Cofunds and other industry partners, whose plug-in components represent the ‘best of breed’ in technology.
Graham Coxell, chief executive of Capita Enabler said: “Our Modular Website package will give advisers everything they need to offer their clients a comprehensive and compliant online service, which will also create additional revenue streams.
“A professional web-based presence is indispensable to the modern, successful financial adviser. Complementing face-to-face activity with online interaction is a powerful tool in developing customer service, producing additional revenue and recruiting new clients. Online interaction can also easily assist in crucial aspects of treating customers fairly.
“There has never been a better time to create a web based presence to attract more, quality clients to your practice, and to take advantage of modern technology in order to service them better.”
Advisers can call 01279 756 080 to speak to one of the operators or they can visit www.capita-enabler.co.uk/modularwebsite for more information.IFAonline
Paul Bruns and Elaine Parkes
3,000 left to transfer
Record numbers of people aged 90 plus
From 3 to 10 October