We host within your group's IT infrastructure or with our hosting partner, it's your choice?
Group login policies and all IT processes can be adhered to.
Under Group IT control corporate client and compliance data is secure.
With all client data in one location, group and bulk communications to clients are simple.
Client categorisation for marketing.
Birthday messages via email or text.
Categorisation of client for marketing support.
What products does the client have?
Clients can be shared amongst advisors with different skills such as Investment, Risk or Fiduciary Specialists.
Client data can be consumed from another service.
Client data can be shared with another service.
atWORK data can be passed or synchronised to an "Enterprise database”.
Enterprise databases have the simple atWORK Front End.
Leads can be accepted and worked and reported back to lead generation system.
Simple processes for the advisor to give feedback for lead management.
Closed loop from initial contact through to sale for successful lead management.
Clients can login, view and update their profile.
Extend service functionality via the cloud.
Advisor tools can also be provided.
Central control of all documents and templates.
Documents are available at all points of the business
Can integrate to an Enterprise Content Management system.
Client data merged into standard documents to produce a professional printed document.
The merged document can synchronise to a tablet.
Standard forms such as application forms can be completed online.
Completed forms can be signed on a tablet and submitted electronically.
Client documents stored in easily accessible folders
Documents can be reviewed by sales management, compliance etc
Client can also access documents through the “Client Access Portal”
Compliance rules can be set individually.
Process can also be linked or integrated to commission claim.
Compliance checks and review process can be audited online.
Product changes are a reality in financial distribution and atWORK adapts quickly to new products and processes.
Compliance rules can be adjusted to keep up with Legislation.
Online checking means it is easier to comply.
atWORK is built on Microsoft technology.
Separate database, business logic and presentation layers ensure rapid development.
Flexible tools and web services ensure integration into any group IT department.
"SOA" enable atWORK to consume or utilise features and data from external systems.
Similarly external systems can consume data or use a service from atWORK.
Powerful web architecture ensures scalability and comfortable user growth.
Commission and fees are an important link in financial services.
Commission can be managed and retained whilst compliance is audited.
Simple reporting for the business and agents to see how the business is tracking.