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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IRESS announces it has dual life insurance from Guardian available on The Exchange
Our new range of training sessions are now easier to fit into your working day.
Efficiently obtain bank account verification reports through XPLAN 18.7.
Three talented members of our team are up for awards.
We've been recognised with two accolades at Goodacre's Systems in The City awards.
Members of our team take on the National Three Peaks Challenge raising money for charity.
A team from our Cheltenham office are rolling up their sleeves as part of a year-long partnership with the charity, Cobalt.
Taking place over 24 hours and spanning five continents, it's one of the biggest hackathons of its kind.
We've won the ‘Change management process/Best implementation of a technology solution,' award.
We’ve gathered data from 217 intermediaries and lenders representing a 75% market share.
The specialist lender's products are now accessible through XPLAN Mortgage and Trigold.
A new combined solution for mortgages and loans from Temenos and IRESS allows lenders to offer a fast, flexible service to customers.