New feature enables advisers to record and categorise their clients' case status
Tech provider Advise Wise has developed its sourcing platform into a full-fledged customer relationship management (CRM) system to help support advisors 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 their cases at any given time.
We've introduced a new feature to the platform to extend its CRM abilities and help you keep track of the progress of all your later life lending cases. This will also support you with Consumer Duty requirements.
— Advise Wise (@AdviseWiseHQ) April 12, 2023
Check it out on your Advise Wise Account👉 https://t.co/iaaj5KPWGA pic.twitter.com/0jp45FXo8S
The new feature is now available to all qualified financial advisers using the Advise Wise Platform.
“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,” Benjamin Wells (pictured), head of product and development at Advise Wise, commented. “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.”
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