Omnii Solutions has launched a new product that allows intermediaries to access clients’ credit files without them being present.
Currently, brokers can only access a client’s credit file while the client is physically present during a meeting.
Advisers can enter their client’s name and email address into the product, called client request, which then sends a request to their client to access their credit file outside of an advisory meeting.
Client request then directs the client to a customer facing view of Omnii Solutions’ CheckIT service and guides them through the process of ordering their credit file.
Both the client and adviser then get a copy of the customer’s credit file, which is provided by Equifax.
Head of sales Simon Baker says: “Client Request is perfect for advisers who provide telephone or web-based advice. It allows them to use our CheckIT service – but does not require the client to be present to do so. From that point of view, it is revolutionary.”