Consumer Duty places a responsibility on all stakeholders, advisers and providers to continually engage with their clients.
What seems like a lengthy and time consuming process is made quick and simple with Life Update Process.
Our solution takes the hard work away.
Our customers include:
What’s the result for your Customers?
Ask your customers key questions about their finances and circumstances
every year, or as frequently as you like – you’re in control.
They’re engaged, empowered and in control of their finances.
They can make the most of the ongoing benefits their protection offers them.
They are prompted to advise you of a change in their lives, which means a change to their cover.
What’s the results for you?
Deploying a simple, automated and digital process to tackle what could be a complex problem.
An audit trail to prove your commitment to ongoing engagement.
The ability to identify opportunities to provide more value to your customers.
All of which make protection relevant, valuable and engaging for the long term.
AlphaTrust
From simple send-a-document for signature to your most complex workflows, AlphaTrust provides a range of options to digitise processes.
Our solution slots seamlessly into your existing processes; you choose whether to integrate via API or simply access via a personalised digital dashboard.
Together, we will explore both options and agree the best approach for your business and technical infrastructure.