HSBC Bank has selected 1st - The Exchange's Exweb as its quotation platform, for exclusive integration with the bank's 'Solutions' point of sale (POS) system.
This will deliver online comparative quotes through Exweb to HSBC advisers, with client and product data automatically pre-populated. Results are then saved as PDF files in the POS system, providing a compliant audit trail.The integration will be rolled out from October 2009.
A new lead generation provider has launched on the protection and mortgage markets with plans to enter the pensions and investments sectors later this year.
Capita Financial Software has developed a new quotation service for split cover life and critical illness (CI) policies.
Evaluate Technologies will recruit up to 10 staff by the start of next year as it looks to expand further into the online mortgage sourcing market.
A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands.
This week saw the announcement Trigold and Crystal have merged. Not a surprise in many ways, as both are among the market leaders for supplying mortgage technology solutions, but their respective offerings were focused on different functional niches....
The government will reintroduce the pension schemes bill as part of an “ambitious programme of domestic reform”, the Queen’s Speech confirmed today.
Benefits could go to 100%
Misuse of audio feed