eKeeper has introduced its a product – Intermediary Manager – to all financial institutions who manage relationships with intermediary and financial services related businesses.
The solution supports large organisations from lenders, protection providers, investment providers and financial networks. With the ability to reflect either or both the restricted and directly authorised markets, customers can structure their introducing firms and advisers. They can also associate the appropriate products delivered to their client firms and effectively manage each relationship.
Intermediary Manager was initially launched to Cambridge Building Society and is currently in the process of onboarding with a Tier-1 bank. It is now it is available to any financial institution.
It is built upon the core eKeeper CRM product with many of its features available ‘out of the box’. These include its full and configurable workflow management for onboarding firms and advisers, document management to generate and store key documentation, automation to ensure that appropriate actions are executed and logged, plus reporting and marketing capabilities.
The system has provision to integrate Business Intelligence (BI) data from a customer’s data warehouse, providing full management reporting via a visual dashboard.
David Bennett (pictured), commercial director of eKeeper, said: “Intermediary Manager delivers value by allowing providers to structure their relationships and activity. Through a tailored and lean experience developed from our core understanding of the sector backed by a best of breed technology solution.
“We’ve listened to feedback and now we’re delivering Intermediary Manager to alleviate the task of managing introducing sources. We know it solves a fundamental requirement and allows providers to gain control and insight on their business. And, Intermediary Manager is not limited to the mortgage and protection sector, but any financial services organisation who need to structure and manage their firms’ and advisers in an effective manner.”