Fintech solution provider builds solution for advisers and comparison websites
A fully digital platform, which processes all aspects of the customer journey from quotation, acceptance, administration and claim, has been built by OPAL IS for HSBC's new protection proposition. Created on OPAL IS's PANDORA platform and white labelled to meet HSBC's branding, the system also includes an adviser portal and is integrated with IFA CRMs and comparison websites. The new digital platform has developed the following bespoke solutions for HSBC: • An entirely digital customer journey,...
Kathryn Knowles 'sat on sofa with a cup of tea answering questions' about protection is key to advice firm's marketing strategy
The critical illness template is 'broken' - so start with the premise that any condition which results in an agreed outcome deserves to be paid
Closing keynote address from multi-medal winning Paralympian plus full details of conference programme revealed
Four protection distributors with 60 adviser firms join 'test and learn' process before full market roll-out in six weeks