Data Interface is recognised as one of the leading data transfer experts in the IFA market having moved data between back office systems for hundreds of IFAs across 23 different systems. We have now automated many of these processes and developed new functionality; we can deliver these capabilities (using web services) to help clients realise the full potential value of their client portfolios.
Our services cover traditional
data transfers to helping clients extract more value from their client portfolios.
We have managed some of the largest and most complex transfers in the industry including the real time extraction, merging and transferring of data from 3 different databases into a new back office system.
According to the level of detail required and budget, the stages that are undertaken in a data transfer include:
We offer a range of bespoke services to allow IFAs (often in co-operation with Providers) to extract additional value from an established client database. This service complements existing back office systems and does not replace them.
It is very difficult for Advisers to effectively focus on farming existing clients for new opportunities as back office systems are geared towards managing individual client relationships and the associated transactions that occur.
We can deliver tailored combinations of the following processes using Web Services:
It is difficult to summarise the benefits we can deliver as they depend on each client's situation and requirements. We suggest you contact us for a discussion to identify the value we can unlock in your business.