TAL launches digital Adviser Centre
TAL has launched its new digital Adviser Centre platform, which was designed in collaboration with advisers, to better support its adviser partners in their interactions with customers.
TAL general manager of retail distribution, Niall McConville, said insights from advisers and their customers highlighted that advisers wanted to spend less time on the back end, and more time actually giving customers advice.
McConville said in response to this, the new centre would give advisers more flexibility and efficiency with real-time updates on their customers’ applications and underwriting status, and a new reporting dashboard to track business metrics.
“The new TAL Adviser Centre represents a significant digital investment that TAL has made to bring industry-leading technology to our adviser partners, which facilitates business growth and better customer outcomes through faster, easier online processes,” he said.
AUTHOR
Anastasia Santoreneos
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
