Defaqto and Assureweb have forged a strategic partnership to develop a streamlined research, quotation and new business service for the intermediary market available with immediate effect.
The partnership aims to provide a one-stop business process for financial advisers, combining front and back-office procedures with product research, obtaining quotes and submitting new business applications.
Assureweb says the integration comes at a time when more than two in three advisers complain that they waste time re-keying data, as the systems they use, such as provider websites, portals and the ‘fact-find process’, are not joined up.
Assureweb director of sales and marketing Stephen Wynne-Jones says: “This strategic alliance is exactly where we need to be. Our expertise lies in our access to provider data from across the whole market, and with Defaqto’s product research capabilities and proven track record we are creating the most compelling but co-ordinated research proposition in the industry. This new service supports our longer-term objective of working closely with other best-of-breed players, and I am very excited by our ambitious initiative.”
Defaqto adviser national account manager Roger Perry says: “We are delighted to have forged such a close business relationship with Assureweb. Working together we are able to provide intermediaries with a seamless process for handling the entire client experience, including providing full compliance capabilities”.