Former Trigold chief executive Bill Safran has launched new technology firm Vizolution.
The business launched last week with its first product, vScreen, a web-based system that advisers can use as a step-by-step visual guide when advising on products over the phone.
It also enables secure electronic document transfer, electronic signatures and allows customers to send signed forms to advisers, banks or insurance companies.
Safran says: “vScreen enables businesses to better engage their customers remotely through instant and easy screen sharing. It enables substantial improvements in sales productivity and customer satisfaction, whilst reducing compliance risk. It also increases the level of trust and understanding from the customer.”
Trinity Financial Services product & communications manager Aaron Strutt says: “It sounds like a good idea. Judging by how difficult it can be to get documents off clients sometimes, anything that speeds up the compliance process will be popular.”