Webline, part of the Capita Group, has been chosen by Personal Touch Financial Services to provide a real-time quotation and new business fulfillment capability to over 2,000 advisers within its AR network and DA distribution model.
The service, which went live this week, uses Weblines open-architecture data feeds to tightly integrate with FSToolbox, PTFS point of sale, backoffice and compliance audit suite.
Martin Wilson at Personal Touch, says: Linking the two preeminent financial service systems FSToolbox, provided by FSOffice, and now Webline, shows Personal Touchs commitment to empowering its membership with unique capabilities, thereby helping advisers improve customer service and efficiency.
The tight nature of this integration means that our users need not learn how to use yet another system and gives them the means to reap the rewards of electronic business without the pain normally associated, a key part of our pledge.
The agreement with Webline is testament to our dedication to the continued improvement of the business and the proficient use of technology for our advisers.
Paul Holland, chairman at Webline, says: We are thrilled to have been selected by PTFS, one of the largest financial service networks in the UK, to provide such a core part of its operation and are really looking forward to building a long term relationship with such a like minded organisation.
This has been a time of really dynamic development and marks an exciting and positive time for both our companies.
We believe that others will choose to move from the disparate user interface approach to this simple, unified model, using our technology to the benefit of their users. Webline behind the scenes