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Legal & General launches a totally unique service that will transform how advisers track their new business applications.
Financial Adviser Technology and how to get better connected systems
Origo has expanded its team with the addition of two commercial roles as the FinTech looks to further increase efficiencies and cost savings for the industry and improve the experiences and outcomes of consumers.
System integration can be tricky, especially back office systems between platforms, providers and advisers. The Origo Integration HUB makes it easy with one central connection.
Transfer Tracking through the Integration HUB allows advisers can now track the progress of transfers online through their chosen provider platform.
Origo has joined Scottish Financial Enterprise, as the company continues to expand its development of technology solutions for financial services companies across the UK.
Origo launches new Transfer Tracking service to track Pension and ISA transfers though its Integration Hub.
Many benefits exist from using Origo’s Integration Hub for platform and adviser back-office system integrations. Manage one connection for legal contracts, business cases and systems.
Our recent report suggests businesses need to operate more efficiently. Industry system integration may be holding back advisers’ use of automation and digital solutions.
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The Contract Enquiry Standard is the back-bone to automated real-time valuations data being pumped from platforms and providers to adviser back office systems.