BrokerIQ Solutions has launched an adviser software to tackle legacy systems and support client engagement.
The software, Your Advisor Here (YAH), is a product designed to modernise advisory systems.
BrokerIQ Solutions said it was released in response to the growing demand for streamlined, client-focused technology in advisory offices.
It said YAH aims to bridge the gap left by outdated legacy CRM software. YAH offers a comprehensive suite of features tailored to meet the needs of modern advisers.
Key functionalities include fully traceable chat, automated document upload, automated video communication, data integration, automated reminders and referring tracking system.
BrokerIQ Solutions said YAH is an extension of its branded mobile application which offers advisers their own customised app linked to their unique client engagement platform.
This platform automates the entire client journey, with a particular focus on protection products, profiling clients continuously, and flagging reminders about review dates and policy benefits.
Joanne Cole, founder of BrokerIQ Solutions, said: “Legacy systems are leaving advisers frustrated. And moving to new systems is often a long and time-consuming process that advisers cannot afford.
“With YAH, advisers can achieve instant deployment and seamless onboarding with minimal effort, revolutionising client interactions in just minutes.”
Michelle Lawson, MD Lawson Financial, added: “Technology and innovation is needed to move with the times and for Consumer Duty. We find the app is user friendly and a great introduction to our business. Our customers engage regularly and love the simplicity. The two-way messaging service is a great easy way for us to keep our customers updated with notifications and educational videos.”
