Thursday 15 May 2008|
Thursday 15 May 2008 |
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 Read what companies like Skandia, Exeter and Investec are saying about the Insight Document server here. We are working with a large number of providers who are testing and evaluating the Document Server and considering how best to integrate it into their own IFA services. Any provider or firm offering services to IFAs and who would like to incorprate links into their own services should contact us today. "As a company that offers its products exclusively through the IFA, I was keen for Skandia to be involved right from the start of this project. The service offers IFAs the opportunity to quickly and easily access and print the current version of providers' documents. I feel that the Insight Document Server is an initiative that goes a long way to easing the ever increasing administrative burden that is placed upon IFAs." Elaine Williams E-Marketing Manager Skandia Life Assurance Company Limited "Investec are always keen to support any initiative that assists and improves our service to supporting IFAs and we believe that The Insight Document Server is one such initiative. We are particularly happy to be involved at launch and have input in the continuing development of this service." Steve Newman, Internet & Ecommerce Manager at Investec Asset Management. "Like many IFAs we've been concerned for some time how to ensure that fund literature and applications posted on websites cannot become out of date - with the potential to inadvertently mislead clients. The new Document Server guarantees that only the latest literature can be downloaded. "We've worked closely with Silverquick to ensure the new system meets the needs of IFAs, managers and clients." Philip Thitchener, Marketing Manager, Exeter Fund Managers |
