Direct or Tied Distributor

From consumers and technology to regulation, everything is changing. So how do you distribute products and services in this rapidly evolving market? And, more importantly, how do you do this compliantly, efficiently and cost effectively?

Consumers are increasingly expecting your business to be able to respond to them faster, via more channels and with greater clarity. And they’re progressively researching and selecting those organisations that help them understand their needs and provide great solutions.

We support a range of business models and can help ensure your distribution strategies succeed, whether you’re using mobile sales force, call centre, direct to consumer or face-to-face, or a combination of all of these.

Draw on our experience

Our experience will help you with whatever channel, level of advice or range of products and services you’re bringing to market. We’ll not only support you with new business sales, but we’ll also make help you generate sales and value from existing customers and orphans.

Recently, we’ve reinforced and extended our direct-to-consumer capabilities with the acquisition of the leading web development firm, Screen Business.

We’re also experts in integrating your distribution into your existing customer servicing systems. We deliver true straight-through-processing, helping you save money and achieve real operational efficiencies.

We underpin the distribution strategies of many leading Direct or Tied Distributors:

• Three of the UK’s largest intermediary networks
• Three of the UK’s largest direct sales forces
• Several major banks and building society clients
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
• Many direct-to-consumer propositions, covering more than 100 websites and online solutions
• Over 100 integrations to third party industry systems and platforms
• Over 32,000 registered intermediary users of our Exchange Portal
• We handle 70% of all comparison quotes, that’s around 12 million quotes a month
• 30,000 electronic new business requests a month
• Connected to over 70 financial services providers

Avelo Wealth Management & Financial Planning Sales

Our intelligent wealth management and financial planning point-of-sale systems help you deliver compliant advice that’s immediate, and always accurate. Whether you’re selling life, pensions, in-retirement, savings and investments, protection, mortgages or general insurance products, we can provide all the support you need. We’ll assist you in delivering the full range of advice, from wealth and needs-based guidance, to execution only non-advised sales. Our solutions provide:

• Multi-channel distribution covering the full spectrum of channels, from mobile or branch-based advisers, to call centres, consumer internet, workplace and business partner internet
• Control and customisation, with the ability to implement variations of the same system for different users, partners, intermediaries and brands
• Outstanding capability to handle new customer sales as well as driving value and persistency from existing/orphan customers
• Rapid deployment, minimal cost with our ready-to-use solutions
• Automation of manual tasks, driving greater accuracy and delivering operational and sales efficiencies
• Straight-through-processing to industry portals, training and competency systems and your back-office systems
• The ability to maximise every customer opportunity by utilising an array of clever customer data products which help advisers to get to know their customers like never before
• Accurate and complete management of compliance and regulatory requirements

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Avelo Exchange Portal

The Avelo Exchange Portal covers life, protection, retirement planning, savings and investments, annuities, mortgages, equity release and general insurance. It provides:

• Quotations, electronic new business and tracking messages, electronic valuations and commissions
• Support to different business models, including: whole of market, restricted panels, execution only - web self-serve or intermediated
• Access to the broadest and most comprehensive range of providers and products in the UK
• Reduced costs – by delivering straight-through-processing and electronic trading directly into your systems
• A fair and consistent comparison platform – to help you run a compliant business and deliver the very best advice
• Efficient, secure and scalable delivery of products – online and traditional

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Avelo Client and Practice Management

We provide client and practice management solutions for 18,000 users and over 1,250 firms - and assist whole of market, tied and direct businesses, both call centre and web. We also support a wide range of business models, from leading wealth managers, corporate advisers, IFAs to sole traders. Our solutions provide:

• Single view of all customer information, holdings, activity and documentation
• Customisable workflows to enable operational efficiencies and reduce costs
• Pre-plugged integration with our Exchange Portal and third party systems and platforms to help drive out implementation and operational costs
• Electronic data aggregation – quotations, new business applications and tracking, commission and fees, valuations and transaction histories. This dramatically improves your productivity, efficiency and customer servicing
• Customer profitability measurement – helps you focus on the most profitable customers and identify the ones that you may need to engage with more cost effectively
• Market leading client reporting – our bespoke design facilities means you can provide your customers with information in the way they want to see it
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions

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Avelo Mortgage Sales & Originations

Our innovative mortgage solutions can help you manage the entire mortgage sales and originations process, from initial customer enquiry through to release of funds and completion. Our solutions provide:

• Multi-channel distribution covering the full spectrum of channels, from mobile or branch, to call centres, consumer internet and intermediary
• Rapid deployment, minimal cost - significant out-of-the-box functionality means that you can be up and running and differentiating your proposition across all distribution channels, with minimal cost and rapid time to market.
• The best of both worlds - Instant this, instant that! Well that's ok but sometimes a human needs to get involved. Our solutions provide seamless referral to your staff for applications that don't quite fit your automated processing. This means you minimise risk and maximize every sales opportunity.
• Integral MCOB compliance supporting fully compliant advised and non-advised mortgage sales with integrated insurance and protection cross sales
• Straight-through processing – automating your mortgage sales and originations processes and driving out costs
• Pre-plugged integration to mortgage industry sourcing tools such as Mortgage Brain
• Extensive task management and parallel workflow capability – delivers tasks to the right person at the right time
• Full range of web services to integrate smoothly with third party services and your existing customer servicing and legacy systems

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