Sesame Bankhall has integrated its portal of choice, Avelo, with its new Iress-powered practice management system.
Australian technology provider Iress’s software programme, Xplan, provides front, middle and back-office support. Sesame first announced the agreement with Avelo in November.
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. 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.”
Iress business development director Mark Loosmore 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.”
F&TRC managing director Ian McKenna says: “These changes should make Sesame’s systems much easier for advisers to use.”