The platform, which will initially offer four key features, is designed to bring everything together so advisers no longer have to switch between systems.
Shane Wright (pictured), Sesame’s chief technology officer, said the platform is designed to give advisers a place to “see what matters… most – what’s been submitted, what’s pending, what’s approved or rejected, and what needs action next.”
He added: “It means they no longer need to switch between systems, or hunt around in their inbox for information. It’s about giving advisers time back. Time back to focus on clients. Time back to have better conversations.”
Four key capabilities
Initially, OneView will offer four capabilities that Wright said will give immediate value: commission statements, advertising and financial promotions, firm directory, and an industry news feed providing market movements and sector insights.
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Over the next few months, more key oversight and compliance functions will be added into OneView. Advisers will not need to move or re‑enter data; new capabilities will simply appear as they go live.
Improved accessibility
Wright said these features will be accessible on mobiles and tablets as well as laptops, unlike current tools, reflecting the way advisers run their businesses on the go. The ability to carry out key tasks and check the status of commission statements and advertising and financial promotions while travelling was consistently requested by advisers and was a non-negotiable requirement when developing OneView, the company noted.
Toni Smith, director of Sesame, said the launch was part of the group’s broader transformation.
She added: “Sesame’s goal is to give our firms the tools to start, run, grow and exit their business with confidence. OneView will transform the adviser experience, helping them to be more focused, more efficient, and more productive, ultimately delivering a better service for their clients.”
Sesame recently appointed Araminta Hoare as a growth consultant to work with firms on plans to “strengthen their businesses and support long-term success”.
