Multi-tie adviser network Openwork has joined forces with Distribution Technology in a bid to design the complete front-office point of sale platform.
Openwork, which has 2,600 advisers, says the solution will be based on its established Dynamic Point of Sale (DPOS) application and will support the IFA sales process from fact find through needs analysis to the completion of suitability. Peter Ellen, Openwork chief operating officer, says: “Our future success depends on our ability to deliver operational effectiveness and the automation of our advice process will play a central part in this delivery. “Distribution Technology is an exciting new partner for Openwork – a company with a proven track record for implementing truly innovative...
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