You’re probably familiar with one or more of our previous group company names: 1st-The Exchange, N4 Solutions or Screen Business. But now under one brand, Avelo, we’ve combined more than just our names. Skills, expertise, technology, industry knowledge and innovation - we’ve joined it all up to be able to offer even more potential for your business
With a rich and broad heritage dating back to 1992, when we launched the UK’s first product portal, our business is about delivering innovative technology solutions which deliver tangible benefits and business transformational outcomes for our clients. Our sole focus is the financial services sector and our solutions connect the entire industry, end-to-end. Our clients range from sole trader IFAs and intermediaries to the largest global financial players.
So whether your business is financial planning, wealth management, retirement, protection, mortgages or general insurance, our solutions can help you achieve lots of things, including:
- increasing distribution
- entering new markets
- launching new sales channels
- providing better advice
- optimising operational efficiencies
- managing your existing customers
- reaching new customers
- and so much more…
Bringing you more power than ever before
Expertise
No other technology company knows the ins and outs of financial services better than us. Our experts blend financial services insight and experience with specialist technology capability This means we can help you every step of the way.With us, you can make the right investment decisions for your business, and put in place the technology you need.
Strength and security
As a single company, we have greater strength, capability and financial stability. With the largest base of skilled development staff, with the widest understanding and knowledge of our market, we’re an organisation you can rely on now and in the future – wherever you take your business. We’ll be there to support you.
Delivery
It’s not all talk, our delivery track record speaks for itself. Our commitment is to deliver remarkable solutions for our clients. We’re constantly investing and developing our technology to ensure it keeps on delivering tangible value, now and into the future.
Our solutions
Avelo Wealth Management and Financial Planning Sales
Our intelligence point-of-sale systems help you deliver immediate compliant advice to your customers and supports a whole range of business models, including tied, multi-tied and IFA. We also cover the full range of distribution channels such as: mobile or branch-based advisers, call centre, consumer internet, workplace or business partner internet.
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Avelo Mortgage Sales and Originations
Our solutions cover the entire mortgage sales and originations process from initial customer enquiry through to release of funds and completion, across all distribution channels, including: face-2-face, call centre, direct-to-consumer, branch, broker and mobile.
We’ve implemented multi-channel mortgage solutions for some of the UK’s biggest high street banks and building societies, as well as specialist intermediary lenders. Our ideas are based around fully automated sales and case progression, with human interaction only by exception. They ensure significant effectiveness and service delivery benefits over traditional systems and represent a genuine leap forward in the market.
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Avelo Exchange Portal
The Avelo Exchange portal is the number one choice for financial service professionals. It allows you to source compliant quotes efficiently and rapidly, 24 hours a day. But it doesn’t stop at quotes; pre-populated new-business, new-business tracking and valuations are all proving to be invaluable for intermediaries looking to drive cost out of their business.
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Avelo Client and Practice Management
A technology strategy for your business should start at its heart. It should centralise data and provide a single client view, available to everyone in your organisation. At Avelo, we support 18,000 users and over 1,250 firms and assist the whole of market, tied and direct businesses, both call centre and web.
We also support a massive range of business models, from leading wealth managers, corporate advisers, IFAs to sole traders.
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A few powerful facts to remember
- We have the most comprehensive technology suite in the market
- We have the largest specialist workforce- nearly 400 professionals located in Warwick, Cheltenham and Cirencester (four times our nearest competitor)
- Our business experts understand the financial services industry
- We are a long-term, strategic partner for all sizes of organisations, from the smallest to the largest
Powering wealth management and financial
planning sales:
- Two of the UK’s largest intermediary networks
- Three of the UK’s largest direct salesforces
- Four major banks and building societies
- Over 50% of the UK’s top 100 IFA’s, wealth managers and corporate advisers. Supporting over 1250 adviser firms ranging from larger companies to sole practitioners
- Over 150 websites for providers and IFAs makes us a compelling force to power point-of-sale for any organisation.
Powering mortgage sales and origination:
- Major UK banks and building societies and major intermediaries
- c 40,000 registered users with 1 in 4 UK mortgages currently going through Avelo systems.
Powering product comparisons, quotations and
online transactions
- Connecting over 70 financial service providers with over 32,000 registered intermediary users
- 12 million quotes per month
- 30,000 electronic new business requests per month
- Integration with all major practice management systems
- Access to 20 value-added services.
Powering the connection between intermediaries
and clients
- CRM systems supporting:
- Over 40% of UK’s IFAs and over 50% of the top 100
- 2 of the UK’s largest intermediary networks
- Over 1250 firms with circa 18000 users
- Over 100 websites enabling direct connectivity to consumers with over 100 integrations