Pure Retirement has launched a new online portal which it says allows advisers to create KFIs 65% faster than before.
It streamlines the process for advisers with just a single login needed throughout the application process, whether creating a KFI, making an online application or tracking ongoing cases.
In addition, the new portal offers a range of additional features to improve the user journey and progress cases more efficiently. There is a new option to select a maximum initial loan and maximum drawdown facility, to see all the possible options available for clients. Also, the increased functionality captures all of the customer’s KFI information, allowing advisers to select a product and download a KFI all from one page.
The new portal also features an improved visual timeline, allowing advisers to see at a glance the progress of each case without needing to go into each individual application.
Simon Hayton, Pure’s chief operating officer, said: “The launch of the new KFI portal is part of our ongoing focus on technological progression, providing ever-improving levels of dedicated service and support.
“Particularly in the current times, effective tech solutions are paramount to enable the word to keep on turning and we’re proud that our launch today provides part of that much-needed solution. It follows on from our website refresh and last year’s mobile app, which is believed to be the first of its kind in the market.
“Our commitment to innovation and continuous development allows us to provide market-leading resources and tools to advisers under our mantra of ‘service made possible by technology, made meaningful by people.”
