Built on Data Interface's proven and award winning Fascia mobile working environment Adviser Interface delivers the first truly intuitive to use, electronic client facing process. Designed to integrate with your existing back-office systems it enables firms to make a step change in their client service proposition while eliminating many inefficient and unproductive administration and compliance activities.
Despite increasing competition, regulation and costs many firms have been slow to embrace more effective ways of working. Yet the majority of financial advisers and firms have inefficient data capture and handling processes which results in high costs and extended times for transaction processing and sub-optimal levels of service.
Adviser Interface addresses the need to provide a step change in processes and productivity while at the same time offering a highly intuitive user environment and a proven user engagement methodology. Our solution has been specifically designed with the flexibility to meet the needs of independent, as well as multi-tie, advisers.
We have references from successful implementations with financial assessors who have widely divergent IT skills and attitudes to new technology.
Key Adviser Interface features include:
Range of connectivity options, including integration to multiple systems.
Contact us to discuss how Adviser Interface can help transform your business.