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Capita links Quay users with Webline

Capita is to inter-connect Quay’s client management technology with Webline’s quote and application por- tal, allowing 20,000 users to exchange information between the two platforms.

Quay users will be able to access the Webline portal at no extra cost. All interconnected information will be FSA-compliant, giving an automated audit trail.

The ongoing project, Capita Enabler, will deliver a fully e-enabled adviser desktop that allows clients’ entire financial portfolios to be viewed, analysed and managed.

Webline chairman Paul Holland says: “Our experience shows that for every 100 items of data that have to be entered when advisers apply for a specific product, approximately 60 of them can be completed directly from the back office.

“With this latest integra- tion using our open architecture, advisers no longer have to keep rekeying data every time they ask for a quotation as they can just upload the existing information directly into the applications.”

Capita spokesman David Carrie says: “The level of take-up of technology among advisers is pretty pitiful. Generally, good advisers are good with people and are not comfortable with technology. This is about making sure that advisers do not waste time transferring from one system into another. It will also ensure that they do not have to pay multiple bills.”


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