Advise Wise has improved its sourcing platform into a fully fledged CRM system to help support advisers with their Consumer Duty requirements.
The company has announced the launch of a new feature on its platform that enables advisers to record their clients’ case status and categorise them based on the progress of the case. This new feature follows the recent document upgrade that allows users to store all their client documents in one place on the system.
Advisers can now categorise their cases depending on where they are in the process such as Enquiry, Fact Find, Application or Completion. This enables them to manage their workflow more effectively and ensures that they are up to date on all of their cases at any given time, the firm says.
Benjamin Wells, head of product and development at Advise Wise, said: “Our clients are at the heart of everything we do, and we are continually looking for ways to enhance our platform to make their job easier. As part of our journey to be the one stop shop for all an adviser’s later life lending needs, the addition of case statuses brings us another step forward to being a full CRM and sourcing platform for our members.
“We hope this will make advisers’ admin tasks much simpler so they can really focus on getting the best customer outcomes and fulfilling their requirements with the new Consumer Duty regulations. We are committed to providing our users with the best possible experience, and we look forward to continuing to innovate and enhance our platform to meet their evolving needs.”
The new feature is available to all qualified financial advisers using the Advise Wise Platform immediately.
