Avelo Mortgage Sales & Originations
Our innovative mortgage solutions can help you manage the entire mortgage sales and originations process, from initial customer enquiry through to release of funds and completion. Our solutions provide:
- Multi-channel distribution covering the full spectrum of channels, from mobile or branch, to call centres, consumer internet and intermediary.
- Rapid deployment, minimal cost - significant out-of-the-box functionality means that you can be up and running and differentiating your proposition across all distribution channels, with minimal cost and rapid time to market.
- The best of both worlds - Instant is ok but sometimes a person needs to get involved Our solutions provide seamless referral to your staff for applications that don't quite fit your automated processing. This means you minimise risk and maximize every sales opportunity.
- Integral MCOB compliance - supports fully compliant advised and non-advised mortgage sales with integrated insurance and protection cross sales
- Straight-through processing – automating your mortgage sales and originations processes and driving out costs
- Pre-plugged integration - to mortgage industry sourcing tools such as Mortgage Brain
- Delivers tasks to the right person at the right time - with Extensive task management and parallel workflow capability.
- Full range of web services - smoothly integrate with third party services and your existing customer servicing and legacy systems
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Avelo Wealth Management & Financial Planning Sales
Our intelligent wealth management and financial planning point-of-sale systems help you deliver compliant advice that’s immediate, and always accurate. Whether you’re selling life, pensions, in-retirement, savings and investments, protection, mortgages or general insurance products, we can provide all the support you need. We’ll assist you in delivering the full range of advice, from wealth and needs-based guidance, to execution only non-advised sales. Our solutions provide:
- Multi-channel distribution covering the full spectrum of channels, from mobile or branch-based advisers, to call centres, consumer internet, workplace and business partner internet.
- Control and customisation – implement variations of the same system for different users, partners, intermediaries and brands
- Outstanding capability to handle new customer sales as well as driving value and persistency from existing/orphan customers
- Rapid deployment, minimal cost with our ready-to-use solutions
- Large-scale enterprise-class solutions with the ability to develop and configure to your own specific needs and business objectives
- Automation of manual tasks, driving greater accuracy and delivering operational and sales efficiencies
- Straight-through-processing to industry portals, training & competency systems and your back-office systems
- The ability to maximise every customer opportunity by utilising an array of clever customer data products. Helping your advisers to get to know their customers like never before
- Accurate and complete management of compliance and regulatory requirements
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Avelo Exchange Portal
The Avelo Exchange Portal covers life, protection, retirement planning, savings and investments, annuities, mortgages, equity release and general insurance. It provides:
- Quotations, electronic new business and tracking messages, electronic valuations and commissions
- Access to the vast majority of the intermediary market, including panels. Which means providers/manufacturers have the ability to significantly increase their distribution
- Reduced costs – by delivering straight-through-processing and electronic trading directly into your systems
- A fair and consistent comparison platform – to help you run a compliant business
- Efficient, secure and scalable delivery of your products to partners and intermediaries
- A proven and cost efficient route to market for new and existing products
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Avelo Client & Practice Management
We currently provide client and practice management solutions for 18,000 users and over 1,250 firms - and assist whole of market, tied and direct businesses, both call centre and web. We also support a wide range of business models, from leading wealth managers, corporate advisers, IFAs to sole traders. Our solutions provide:
- Single view of all customer information, holdings, activity and documentation.
- Customisable workflows to enable operational efficiencies and reduce costs
- Pre-plugged integration with our Exchange Portal and third party systems and platforms which help drive out implementation and operational costs
- Electronic data aggregation – quotations, new business applications and tracking, commission and fees, valuations and transaction histories. This dramatically improves your productivity, efficiency and customer servicing
- Customer profitability measurement – helps you focus on the most profitable customers and identify the ones that need you may need to engage with more cost effectively.
- Market leading client reporting – our bespoke design facilities means you can provide your customers with information in the way they want to see it
- Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
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