Another Way
9 years ago an Independent Financial Adviser (IFA) was sitting in a traffic jam. The rain was drumming down on the roof and he was going to be late yet again for a vital meeting with one of his customers.
He thought there must be a better way of doings things not only for himself but for his customers too.
The IFA sat down and invented the first and only compliant remote advice system to advise customers in real time over the internet.
He proved the following:
- Proven very compliant advice technology.
- Proven to increase conversion rates to 80% over the internet.
- Proven increased productivity: 2 deals a day plus £20,000pm in commission.
- Proven reduced costs over face to face advice: no travelling involved.
- Proven reduced costs in PI cover.
- Proven insurance against mis-selling.
- Proven Customer Satisfaction.
- Proven Advisor Satisfaction.
- Proven Access to a Global Market.
- In short, proven award winning technology through the ultimate distribution channel: the internet.
The IFA won a stack of awards for his concepts and to this day is the only individual to win the British Telecom Awards for Financial Services Innovation twice in a row.