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Sesame integrates Avelo and Iress technology systems

Sesame Bankhall has integrated its portal of choice, Avelo, with its new Iress-powered practice management system.

Australian technology provider Iress’ software programme, Xplan, provides front, back and middle office support to Sesame. The adviser network announced the agreement in November last year.

Sesame says the integration of Xplan with the Avelo Exchange Portal will help streamline the process advisers go through when creating quotations and applying for insurance products.

Sesame Bankhall head of adviser technology James Stevenson says: “Embedding efficient technology will be pivotal in helping advisers to operate successfully in the future.

“Our new practice management system will offer a complete technology solution, from fact find through to recommendation letters.

“It will also help with ongoing reporting and client servicing, which will help advisers to justify remuneration post-RDR.”

Iress business development director Mark Loosmore (pictured) says: “Providing a seamless, efficient process for electronic quotations and applications is vital to the success of the Sesame Bankhall project.”

Avelo strategy and product development director Paul Yates says: “Speed and efficiency provided by straight-through-processing is becoming ever more important in all aspects of financial services and Avelo has the technology to provide this connectivity.”

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Comments

There are 2 comments at the moment, we would love to hear your opinion too.

  1. I saw the headline and thought they meant Adviser Office. When I saw the content and saw it meant Exchange, I was sorely disappointed.

    More important is going to be other software and provider integrations if they want advisers to take it up. Financial Express analytics, O&M, valuation feeds etc.

  2. Sesame Member 3rd May 2012 at 1:30 pm

    Another system Sesame are spending millions on developing, lets hope this one works as the current Avelo Adviser Office devloped with Sesame has failed to live up to the job. It may have done what Sesame wanted, but what about the acutal customer needs, i.e. What the IFA wants to service their clients and perform annual reviews.

    When will the networks wake up and smell the coffee and realise service is just as if not more imporant than sales……Where is it they think we get sales from, we dont have masses of new clients coming through the doors as we dont have the resources to service them all.

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