Solutions
 

FundClick

Updating to true straight through processing

Once you decide to embrace efficient application processing, the challenge is how to choose solutions that can be implemented quickly, provide flexibility for the future and don't cost a fortune to install and maintain.

An increase in market expectations is being driven by advice groups and financial planners who are demanding easier ways to do business with their product providers. They increasingly see online application processing as a "must have" to drive to drive efficiency in their business. Online fund application processing that goes straight-through to back-office systems is the best way for providers to simultaneously increase service levels and lower the cost of doing business.

FundClick can help you engage with more advisers, close more business and better influence product take-up. It is a rapid and cost effective alternative to expensive in-house development without the worry of continual maintenance and upgrade issues straining your resources. Check out the details of the FundClick solution below.

FundClick
FundClick is an e-commerce solution for wealth management organisations that provides a market leading online application processing experience to their retail distribution channel. Enables the capture, validation and straight-through-processing of application forms using a smart "wizard", which ensures only 100% correct data hits back-office systems. FundClick also includes i-Sign electronic handwritten signatures, allowing customers to execute fully legally binding contracts online.