Technology provider Iress has announced a two-way, real-time integration with CIExpert, the critical illness cover (CIC) comparison tool, to support advisers with the Consumer Duty regulation.
The functionality, which is exclusive to Iress, is available on Iress' sourcing platforms, The Exchange and Xplan Mortgage. It can also be added to advice firms' own CRM upon request. The live two-way integration builds on a previous one-way integration from CIExpert into The Exchange, which has helped advisers and brokers make decisions for their clients around CIC. At the launch of the partnership today (28 January), CIExpert founder Alan Lakey said that one of the greatest barriers in the market currently is the lack of integration between various platforms. He noted that the in...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
