BrokerIQ Solutions has launched a new software product, called Your Advisor Here (YAH).
This effectively streamlines client and adviser interactions, and aims to bridge the gap left by outdated legacy CRM software.
YAH is an extension of BrokerIQ Solutions’ branded mobile application, which offers advisors their own customised app linked to their client engagement platform.
This platform automates the entire client journey, with a particular focus on protection products. It offers client profiles and flags reminders about review dates and policy benefits, helping brokers meet Consumer Duty regulations.
Other key functionalities include:
- Fully Traceable Chat: Ensuring secure, trackable communication between advisors and clients.
- Automated Document Upload: Simplifying the process of document management and storage.
- Automated Video Communication: Facilitating regular, relevant interactions with clients.
- Data Integration: Aggregating client product details into a single view, enabling comprehensive product reviews.
- Automated Reminders: Keeping both advisors and clients informed about important updates and policy reminders.
- Referring tracking system
Brokers can access YAH via a flexible monthly subscription model, which also gives advisers the option to upgrade to their own bespoke branded mobile application.
BrokerIQ Solutions founder Joanne Cole says: ”Legacy systems are leaving advisors frustrated and moving to new systems is often a long and time-consuming process that advisors cannot afford. With YAH, advisors can achieve instant deployment and seamless onboarding with minimal effort, revolutionising client interactions in minutes.”
Cole adds: “Our aim is to be at the forefront of client engagement with an independent system that can integrate with other platforms. and fill the gap in CRM systems that inadequately reach the end user.
“Recent research shows younger clients want trusted advise but expect a modern digital experience. YAH creates that space for both clients and advisors alike for a low-cost solution.”
