Only Finance has signed an exclusive deal with The Exchange to integrate its back-office system with the Exweb portal.
The integrated service, which will initially be used by 50 advisers, will include quick links from the back-office to the Exweb homepage and can access quote data saved on the back-office system to prepopulate application forms in Exweb. The Exchange says the new system will give advisers at Only Finance a simplified and streamlined solution for the placement of business. Commenting on the deal, Andrew Georgiou, managing director of Only Finance, says: “With all the new regulations increasing the need to manage data accurately, our advisers will now have much greater reliability and accur...
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