We know that information gathering can be a daunting task for clients and a time-consuming process for advisers. What's more, the information shared isn't always a real-time reflection of where clients' finances are at.
We've got a means to simplify the process, with rapid and accurate results.
By using our Open Banking tool, clients can gather their income and expenditure information as well as their credit report in less than ten minutes. This online tool helps clients better prepare for receiving debt advice, and provides advisers with a single, reliable report detailing clients’ financial situation.
Join our referral partners to get free access to the Open Banking tool we’re using to transform information gathering.
Click here if you are already a referral partner
Click here to become a referral partner