IPipeline has partnered with start-up and adviser technology business BrokerIQ to integrate PreQuo – its collection of indicative and predictive web services with BrokerIQ’s customer engagement platform in a bid to illustrate risk effectively as well as the cost of protection.
BrokerIQ is a fully brandable, client communication platform that aims to help advisers and brokers to advance their client engagement to help meet Consumer Duty.
The platform, delivered by apps to smartphones or tablets, enables adviser firms to build an enhanced engagement strategy with their clients, while opening new channels of communication, such as personalised push notifications, to improve the client experience.
Additional tools include in app chat, automated notifications and reminders, client profiling, video messaging, product vault and in app referrals.
Joanne Cole, founder of BrokerIQ, said: “We are delighted to be working with such a prominent and forward-thinking partner to deliver a superior service to end customers via intermediaries.
“BrokerIQ’s key mission is to enhance efficiency and engagement when dealing with clients and make that process as easy as possible for advisers.”
Paul Yates, product strategy director at IPipeline, added: “Put simply, our purpose is to help more consumers plan and protect their financial futures more easily through great technology.
“So, when we are made aware of innovative start-ups – such as BrokerIQ – that share the same core aim, we’re always keen to build such partnerships.
“Deeper client engagement is not just an ambition for advisers, Consumer Duty has made it a requirement,” Yates added.
“We’re delighted that PreQuo can help build focus on protection and become a small part of what I’m sure will be the BrokerIQ success story.”
