All Data Interface product solutions are designed to be configured to suit each client organisation's needs and are built on the Microsoft .Net platform and in the latest programming languages ensuring reliability, scalability and ease of maintenance and evolution.
Adviser Interface allows advisers to do away with paper based soft
and hard
data fact finds and increasingly other paper based forms. In addition, certain other process (e.g. obtaining quotations) can be streamlined or, in some cases, done real-time. This eliminates a great deal of re-keying of data and makes compliance a much more efficient process, but most of all it can transform the client service experience by making the meetings more productive and accelerating the time to transact business. The system is designed to run on Tablet PCs in client meetings, but can also be deployed on desktops and laptops for office based staff.
Data Interface has many years experience in data services, including transferring, cleansing and transforming of client data across back office systems. We have now created many automated processes which we can configure and run on a web service to provide bespoke solutions for our clients. Using a web services architecture means clients avoid any infrastructure costs or maintenance issues - this is particularly valuable when users are widely dispersed and/or IT resources are limited. Our services include, but are not limited to:
Report Writer uses data from back office systems and other sources to produce personalised compliant client reports in a fraction of the time taken using traditional methods.
Note: Report Writer is our one legacy product and is, therefore, not built on .Net