IRESS updates Adviser Office with customer service focus

The new version, 11.2, has been designed to improve customer service, the firm said. The module allows advisers to monitor their own propositions, ensure they are being met and that service level agreements are being adhered to. It also highlights any process development requirements that need attention. The module tracks the service firms say they will provide their clients and compares this with its actions. Monitoring is done via a traffic light system, highlighting the status of a case and whether further action is necessary. The system offers detail on why any task was not ...