Mint Financial Services will expand its back office and administration system integration with The Exchange, saving its 200 independent financial and mortgage advisers both time and money as it accelerates its paperless business submission process.
Mints further investment in technology gives its members two-way quotations and one-way enhanced new business integration increasing the amount of data that can be transferred to pre-populate electronic application forms and enabling quotes and forms to be stored against client records. The expanded integration between Mints back office and The Exchanges IFA portal service Exweb underpins the networks growth plans.
This is the latest step in The Exchanges integration programme. To date, the Exchange has integrated its portal services with more than 20 third parties.
Paul Gains, chief executive officer at Mint, says: “These enhancements to our back office systems are key in us continuing to enhance our offerings and deliver superior IT business solutions to both our current and new members. The Exchanges services are now more accessible and easier to use.”
David Child, managing director of The Exchange, says: “Mint has made a real commitment to enhance the service it offers its network members. The enhanced integration makes the advice and sales process even easier for intermediaries helping them provide a high quality service to its clients and spend more time advising on new business.