What is it?
Our Advice and Guidance Platform delivers partial or fully automated processes.
So you can give your customers complete choice over the level of support they need when purchasing financial products.
From a single software engine, you can offer customers a choice between:
- Self-service advice and guidance
- Highly affordable digital advice and guidance
- Traditional face-to-face advice and guidance
And between all these options, your customers are guaranteed a seamless handover. We can integrate our digital services into your existing processes, or help you deliver all three routes. Your customers then get consistency across the entire guidance or advice journey.
We can provide compliant, fully automated online advice and guidance for:
- Mortgage protection
- Financial health check
At-retirement advice is in development, due for launch in Winter 2019.