Fidelity revamps IFA data collection process

The revisions, initially only available for ISAs, will aim to enable ‘straight-through processing' of new customer business from initial disclosure and quote to sale. In a significant change, advisers will be able to save partially filled data capture forms if interrupted during a meeting, without having to retype information or start the process again. The platform will intuitively store information about customers from advisers' previous dealings with them for retrieval at a later date. It will avoiding the need to duplicate information manually along the advice chain by pre-fill...