Overall, 94% of the top 100 firms are using IRESS solutions. A large proportion of these leading adviser firms are using IRESS back-office CRM technology to run their business, and many are also benefitting from additional IRESS integrated solutions encompassing quotes and comparisons, mortgage sales and origination, and trading and dealing functionality.
Based on his experience working with many of the top financial advisory businesses in the UK, Mark Loosmore, Executive General Manager (Wealth), believes there are a few factors that contribute to their success:
“We know firms that invest in technology to build an efficient, consistent and repeatable workflow process, using accurate and timely MI to guide quick decision making, have realised significant cost savings. These cost savings can then be reinvested as working capital to further improve the advice proposition. Those that use integrated planning tools to generate professional documents and communicate to clients through the channels they prefer – face to face, phone, digital or a mixture – are able to provide a far more engaging and personalised customer experience. And firms that have good record keeping and compliance audit trails are able to respond more swiftly to regulation changes with minimal impact to clients. All of these success factors are largely driven by reliable technology.
“The overwhelming use of IRESS technology solutions reflects both the breadth and quality of the products and services we offer. We’re extremely proud that so many of the most successful advisory businesses in the UK put their trust in IRESS as an integrated technology partner.”
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Intermediaries are now able to access products from Clever Lending through our mortgage sourcing.
Two of our talented team have been recognised for their contribution to the industry.
AIG Life will offer partially underwritten protection quotes through The Exchange and our integrated solutions.
Two of our awesome team are on the shortlist for Computing's Women in IT Excellence Awards.
Our CEO is through to the national stages in the EY Entrepreneur of the Year awards.
Three of our leaders have been named as finalists in the Momentum Media Women in Finance 2017 Awards.
Andrew Walsh has been named as a finalist in the 2017 EY Entrepreneur of the Year awards.
A career at IRESS is exciting but for our newest recruit, it's the start of something particularly special.
The latest enhancements build on IRESS’ ongoing programme of investment platform connectivity.
We've introduced a new filtering ability so advisers are able to view the results more effectively.
Could you help inspire and shape our software? We're looking for research participants.
The first issue of our new publication launched today providing perspectives from across the market.