Manchester based Carrwood Barker, part of the nationwide Carrwood Group and specialists in independent financial advisory services, has extended use of Exweb, so enabling its IFAs and support team members to transfer client data electronically into Exweb’s quote services and on into electronic application forms.
The introduction of Exweb is a reflection of Carrwood Barker’s forward thinking approach to financial services. Carrwood Barker is also working with The Exchange to identify further potential to deploy systems and services that will help remove costs and increase sales opportunities.
These arrangements form part of The Exchange's strategy of integrating its Exweb services with other systems used by intermediaries to make using electronic new business applications as easy as possible for IFAs.
Christian Waller, IT director at Carrwood Barker, comments: “This is, for Carrwood Barker, the beginning of an exciting programme of business improvement. We are keen to drive greater business benefits through the adoption of integrated market leading technologies that actually deliver real efficiencies and enhanced effectiveness.”
David Child, managing director at The Exchange, comments: “The Exchange’s integration strategy is based around making the use of electronic new business applications as easy as possible. For Carrwood Barker, as with all of our integration partners, this will enable them to deliver high quality service to their clients and spend more time advising on new business.”
