Norwich & Peterborough has selected N4 Solutions as its point-of-sale solution partner for its new Financial Advice Service.
N&P has implemented N4S' browser-based solution to support the provision of financial planning advice through its retail network. Initially N4S will support face-to-face and call centre sales, although the solution is capable of supporting fully integrated channel distribution.
The N4S product suite, covering mortgages and financial planning, allows for personalised sales interactions based around the customer's level of interest and needs, whatever the channel. The system covers all the associated need areas – from initial appraisal to need analysis and solution shaping.
Matthew Bullock, chief executive at N&P, says: “Our aim is to enable our customers to be confident that all their savings, investment and protection needs have been carefully considered and provided for, whilst providing compliant advice. N4S' mortgage system will enable integrated CP186 compliant distribution of mortgages across our channels.”