Defaqto and online portal Assureweb have joined forces to target the intermediary market. The new b...
Defaqto and online portal Assureweb have joined forces to target the intermediary market.
The new business service will combine research and quotations to extend the quotation capability that sits within Aequos Engage.
It will provide a one-stop process for financial advisers by combining front and back-office procedures with product research, obtaining quotes and submitting new business applications.
According to the company, the move follows client demand and comes at a time when more than two in three advisers complain they waste time re-keying data as systems in use are not joined up.
Stephen Wynne-Jones, director of sales and marketing at Assureweb, said this was strategically important because of the Capita acquisition, which saw the amalgamation of Synaptic and Webline. He added that Assureweb was working on developing this before the Capita announcement and now it was even more important.
