TECHNOLOGY IN YOUR BUSINESS
Save 3 hours per case using Centra
Centra has been assessed to save investment advisers nearly 3 hours per case . And , with recent improvements and other integrated technologies , you could be saving even more .
What is the most precious commodity in the world ? Gold ? Oil ? NFTs ( whatever they are )? Or is it time ? It can ’ t be mined , it can ’ t be created and it can ’ t be traded . But it can be saved . And when it comes to the life of a financial adviser , the best way to save time is to choose the right technology . And if you ’ ve chosen to use Centra , you ’ ve chosen very well indeed ! That ’ s because an independent review from the Financial Technology Research Centre ( FTCR ) found that advisers can save up to 179 minutes per investment case using Centra over a traditional manual process . So , once you ’ ve conducted 8 investment reviews , you ’ ve earned yourself back almost a full day of time ! What ’ s more , Centra has improved greatly since the last FTCR review last year . Recent upgrades include :
• Time-saving enhancements - automatically include more content from your research into your ESG and suitability reports .
• Enhancements to fund research workflows , such as more charts and data , to further streamline your suitability process .
• Improvements to product mapping between Centra and intelliflo office ( iO ) to ensure more products are pulled through automatically ,
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saving a huge amount of time on manual input .
And whilst intelliflo ’ s excellent Personal Finance Portal ( PFP ) has been available to improve your client engagement for a while , if you adopt iO with us , our discount covers both iO and PFP , meaning we can now save you money , as well as time ! So , let ’ s take a look at how an investment case flows through Centra , where the time savings are made , and where some bonus time savings can be made by using Centra ’ s iO integration .
COLLECTING CLIENT DATA
• Only five key data points are needed to create a client in Centra ( title , first name , last name , month and year of birth , gender ), saving time over rival systems .
IO INTEGRATION BONUS TIME SAVING :
• Clients can input the rest of their data via the PFP , saving time and GDPR risk .
• For existing clients , add data into Centra instantly .
Save
14 mins per case
IO INTEGRATION BONUS TIME SAVINGS
Personal Finance Portal ( PFP ) saves time whilst adding client value
• Client populates their own fact-find data directly into your system . No manual entry from you , and data is instantly available .
• Client can access updated product valuations at any time via the portal . Better for the client , and saves time on handling basic admin requests .
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