Portal Assureweb has announced its latest major deal to bring front and back-end services closer together, which involves data and research provider Defaqto.
Citing a ‘strategic partnership’ to boost the quotes capability of Defaqto’s Aeguos Engage search engine service, the overall goal is to offer a one-stop process for financial advisers, which combines back and front office functions including research, quotes and new business applications. Given common adviser complaints about having to re-key client data, the two businesses suggest their offering will form part of the industry’s general response to what is seen as a legacy split between frond and back office functions. Stephen Wynne-Jones, director of sales and marketing at Assureweb...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
