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96% of paraplanners and office admin workers agree that greater integration and automation between systems would enable provision of better and faster service to clients, the latest research from Origo shows.
Aviva is the latest organisation to sign to the Origo Integration Hub, making 19 companies now signed up to the industry-benefiting technology
Anthony Rafferty, Managing Director, ORIGO says recent research into integration between systems in financial adviser firms’ back-office systems reveals a worrying disconnect eating into time, resource and profits of businesses
Firms’ efficiencies could be doubled and profits increased through effective tech integrations
Specialist retirement firm Retirement Line says using the ‘Track My Apps’ transfer tracking service
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.
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Transfer Tracking through the Integration HUB allows advisers can now track the progress of transfers online through their chosen provider platform.