Friends Provident today announces it has rolled out a business tracking system for advisers across its entire product range.
The system, which meets Origo’s new business tracking standards, is available for new business applications through selected back office systems on savings, investment, pension and protection products, as well as annuities. Friends Provident says the automated service will help streamline business processes and cut time and costs by enabling advisers to keep track of pipeline business electronically, rather than manually checking for updates via the telephone or from the provider’s extranet. The firm says IFA firms Positive Solutions and Tenet Group are already using the system and confir...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes