Digital technology specialist, Decimal, has commenced a series of targeted campaigns, showcasing its new, ‘instant set-up’, financial planning platform.
In what the company has described as an ‘industry first’, Decimal’s technology solution seeks to offer advisers the ability to immediately ‘switch on’ a fully integrated financial advice platform, incorporating online marketing and client engagement, CRM, workflow, and the instant generation of advice documents (such as SoAs).
According to Decimal, all that is required to access the solution is an internet connection – there are no downloads or time-consuming configurations. The company says this is because, unlike other industry software providers, it delivers a ‘Software as a Service’ solution, offering monthly subscriptions to its cloud-based platform, meaning advisers require no capital expenditure to commence with the service.
The first campaign targets mortgage brokers looking to increase the flow of life insurance leads into their business. As part of the campaign, Decimal has released a video which shows how its platform can launch a marketing campaign within minutes, targeting specific clients to cross-sell insurance.
Executive Chairman, Michael Sertorio, said: “Consistent with our strategy communicated to investors earlier in 2014, we are now accelerating our delivery of products to the market that will provide advisers a new way to grow their business whilst solving the existing complexity associated with compliance management. We expect the uptake of these solutions to add further momentum to our growing customer base signing up for new capability.”
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