OMS’ CRM and workflow platform will remain central to Complete FS’ operations and continue providing a system for users to improve process efficiency, manage cases and access criteria and sourcing tools.
The renewal means Complete FS will also benefit from updates to the platform, such as automation evolutions, system integrations and case tracking.
OMS said any new developments applied to its offering are intended to assist with complex case handling alongside providing visibility over the application trajectory.
Dale Jannels (pictured), CEO of OMS, said: “Complete FS works across a range of specialist areas where clarity and control are vital. This extension reflects a strong working relationship and a shared focus on improving how cases are managed from start to finish.
“Our aim is to provide a system that supports day-to-day activity while also giving firms the flexibility to grow and adapt. We look forward to building on what has already been achieved together.”
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Claire Budden, director of Complete FS, added: “Our continued partnership with OMS reflects the confidence we have in the platform to support the way we operate as a specialist distributor. Having a single, integrated system at the heart of our business allows us to manage complex cases more effectively, maintain strong visibility across every stage of the journey, and deliver a consistent service to our intermediary partners.
“As the market continues to evolve, it’s essential that our technology keeps pace. The ongoing enhancements to the OMS platform, particularly around automation and integration, will help us further streamline our processes and ensure we remain well positioned to support our partners with efficiency and clarity.”
Earlier this month, OMS integrated Twenty7tec’s ADAPT solution into its platform.
