Benefits of Advice Plus include:
- Cross product robo-advice solution
- Reduced administrative costs – Straight Through Processing (STP).
- Improved customer service – faster turnaround, reduced errors, and improved data quality. Allows access by end-customers for full self-service and ongoing updates.
- Rapid implementation – can take as little as 20 weeks to implement.
- Cost and process efficiency – reduced transaction costs and greater process efficiencies by reducing manual processes and duplicate data entry.
- Ease of integration with third party systems
- Empowers life and pensions provider’s digital transformation strategy
- Capability to implement D2C Channel or to digitally transform an advisor channel