Why our system
What's needed for a remote advice process to work?
At first glance it would appear there are many systems on the market, which appear to facilitate remote financial advice.
What are the key requirements of the technology needed to deliver remote financial advice?
- Easy to use for the adviser providing the advice.
- Easy to use for the customer, at home or place of work.
- Must be reliable, fast and scalable.
- Caters for changing FSA requirements.
- Secure and compliant with the Data Protection Act.
- The system must be capable of creating an audit trail acceptable to the FSA.