This allows intermediaries to begin the sales process if they are visiting a client with just a tablet device.
CDS Group said the relationship management ClientCore tool allows intermediaries to enhance their productivity as the system automatically stores documents, generates follow-up actions and offers a dashboard to keep advisers informed and up to date.
Richard Hurst, from CDS Group said: “An increasing number of advisers are utilising the modern mobile technology provided by devices such as iPads. Some mobile systems offer basic, cut down functionality but ClientCore allows advisers to access their full CRM and sourcing system on the move. This removes any duplication of effort when returning to the office to upload or sync data enabling a more streamlined sales process.”
He added: “Furthermore, because ClientCore is based on a Microsoft platform used by over 4 million people intermediaries get the reassurance of substantial on-going investment and support.”
