Large Distributor Sales

We support a whole range of business models, including tied, multi-tied and IFAs. We also cover the full spectrum of distribution channels, from mobile or branch-based advisers, to call centres, consumer internet, workplace and business partner internet.

We’re entering a new era of higher qualified advisers and fee charging. In this climate, it’s critical to focus on driving down costs, improving the service you provide, and creating more time to spend communicating and advising customers.

Our intelligent point-of-sale systems help you deliver compliant advice that’s immediate and always accurate. In addition, they help drive outstanding sales and operational efficiencies allowing you to provide customers with high quality advice and exceptional service for:

• Wealth, savings & investments
• Life & protection
• Pensions and in-retirement
• Mortgages
• General insurance

We don’t just stop at point-of-sale, we go much further. Our systems also help you simplify your post-sales, customer servicing and compliance processes.

They can also help you manage and generate new business sales and make sure you achieve significant value from your existing customers and orphans.

We help you put customers at the heart of your business

Avelo large distributor sales

We underpin the distribution strategies of many leading wealth management and financial planning distributors:

• Two of the UK’s largest intermediary networks
• Three of the UK’s largest direct sales forces
• Four major banks and building societies
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers
• Supporting the full breadth of the adviser market- 18,000 practice management users – 1,250 adviser firms use our client & practice management solutions – ranging from sole practitioners to firms with hundreds of advisers
• Many direct-to-consumer propositions, covering 150 websites for clients ranging from IFAs to providers
• Connected to over 70 financial services providers
• Over 100 integrations to third party industry systems and platforms

We’ve implemented solutions for some of the biggest names in the industry, so we fully understand the need to deliver tangible business benefits.

At Avelo, we provide smart solutions that cover the entire financial services distribution landscape, including:

• Multi-channel point-of-sale and distribution
• Middle-office and Portal services
• Back-office and CRM
• Tools and components
• Data services, which help deliver real customer insight

Out-of-the-box and bespoke solutions

Whether you’re looking for an out-of-the-box solution or something more tailor-made, we have it all. Our ready-to-use solutions allow you to be up and running and distributing your products, quickly and cost effectively.

We also have an unrivalled track record in developing bespoke solutions for large-scale enterprise-class companies, tailored to specific business requirements.

Whatever solution you require, we have the technology and the expertise and can manage the entire implementation process, including:

• Consultancy and design
• System development
• Integration with existing systems
• Testing
• Training
• Ongoing support

One system for all scenarios

If you want to make it easier for customers, advisers and partners to do business with you our solutions are intrinsically designed to enable you to seamlessly, and cost effectively offer multiple business lines, multiple channels and multiple advice & service propositions – All from a single implementation, across all required distribution channels .

Creating more time for advice

We can all relate to the need to create more time for advisers to spend advising customers.

Our solutions automate all the stuff that slows things down - from task allocation to the creation of compliance documents. Our intelligent workflow helps removes the burden of manual tasks and unnecessary admin.

Straight-through-processing

By plugging your advisers and sales channels into industry portals, you’ll be able to source products more easily and process business a lot faster than before. You’ll also reduce the cost of writing business, substantially.

Plugging it all together can be costly and time consuming. With Avelo, it’s already sorted. Our solutions are designed to deliver straight-through-processing as standard, thereby removing the cost and risk of having to integrate with multiple manufacturers and platforms.

Maximise every opportunity

With our solutions we can also provide a wealth of intelligent customer data products. These can help you get to know your customers like never before, as well as minimising interview times and maximising every opportunity.

Integral ICOB/COB compliance

With Avelo, your reputation is in safe hands. Our solutions will help you delivery compliant advice and sales, while reducing the cost of doing so.

Get up and running quickly

In next to no time we can customise and brand our solutions to your specific requirements, helping you get to market quickly, with minimal cost and minimal risk.