Call Centre

The financial services market is rapidly evolving and the methods for communicating with and servicing your customers are changing. The internet has led to a revolution in how customers wish to purchase products and raised expectations for customer service.

The need to join up all communication and distribution channels is becoming not just a 'nice to have' but a means of gaining competitor advantage, reducing servicing costs and maximising every opportunity.

With Avelo, you can manage client contact through all electronic channels. Integrated telephony technology means that your call centre will have real-time access to the right information when your staff are dealing with a call.

What's more, we'll make electronic contact management easier through the use of workflows and to send documents, SMS messages or emails automatically.

Develop your business with the market specialists

At Avelo we know that for call centre distribution to be successful, it's critical to deliver integrated supply and support chains that help drive down costs, as well as offering a world class level of service to consumers. By providing this, we've helped a number of call centres to grow their share of the financial services market rapidly.

We offer unrivalled functionality for the selling of financial services over the phone and web – driving greater value as well as customer satisfaction from the interaction.

We're also the leading experts in delivering connected solutions – enabling you to serve you customers using a complete client management system that also allows you to connect to your suppliers or your own products.

We underpin the distribution strategies of many leading call centres and telephony based distributors.

• Three of the UK's largest intermediary networks
• Three of the UK's largest direct sales forces
• Several major banks/building societies clients
• Many direct-to-consumer propositions, covering more than 100 websites and online solutions
• Over 100 integrations to third party industry systems and platforms
• Over 32,000 registered intermediary users of our Exchange Portal
• We handle 70% of all comparison quotes, that's around 12 million quotes a month
• 30,000 electronic new business requests a month
• Connected to over 70 financial services providers

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
• Support to different business models, including: whole of market, restricted panels, execution only - web self-serve or intermediated
• Access to the broadest and most comprehensive range of providers and products in the UK
• 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 and deliver the very best advice
• Efficient, secure and scalable delivery of products – online and traditional

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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. Our solutions provide:

• Telephony channel distribution – including, compliant and effective handling of the advice process, delivering scripting, sales and financial planning processes, lead/call popping and transfer
• Ability to support online channels via customer and call centre staff co-browsing
• Single customer view of contact history, existing products and documentation
• Workflow and automation to improve accuracy and greater sales and operational efficiencies
• Professional client reporting that adds real value to your business.
• Solutions to help serve customers and orphans directly, including:
• Client Hub – secure messaging
• Client reporting online for portfolio valuations as well as virtual portfolios
• Interactive planning tools
• Research Data
• Fund Supermarkets interfaces for consumers – Cofunds and Funds Network
• Bespoke employee benefit tools

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Avelo Client & Practice Management

We provide client & practice management solutions for 18,000 users and over 1,250 firms. Our solutions provide:

• Full customer relationship management and single holistic view of all their information, holdings, up-to-date valuations, contact activity and documentation.
• Leading edge straight-through-processing capabilities with the majority of providers and platforms.
• Automated valuations, electronic new business and tracking, quotes and commission reconciliation
• Integration with telephony solution provider – call queue integration, outbound dialler integration, emails, lead/call screen popping and transfer
• Automated sales force support and management tools to improve productivity, service and efficiency. Effective control from lead to sale and beyond to marketing and servicing –automated Text/SMS Notification
• An easier way to manage client interactions and documents – quotes, applications, letters, emails, appointments, telephone calls, post
• Automated management of activity – time spent, income received and commission reconciliation
• Customisable workflows to help drive operational efficiencies and reduced costs
• Comprehensive management information

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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 this, instant that! Well that's ok but sometimes a human 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.
• 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
• Full range of web services to integrate smoothly with third party services and your existing customer servicing and legacy systems

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