Pure Retirement have launched a new and improved online portal which allows advisers to create KFIs 65% faster. The latest technology streamlines the process for advisers with just a single login needed throughout the application process, whether creating a KFI, making an online application or tracking ongoing cases.
As well as speeding up the KFI process, the new portal offers a range of additional features to improve the user journey and progress cases more efficiently. There’s a new option to select a maximum initial loan and maximum drawdown facility, to see all the possible options available for clients. And the increased functionality captures all of the customer’s KFI information, allowing advisers to select a product and download a KFI all from one simple page.
The new portal also features an improved visual timeline, allowing advisers to see at a glance the progress of each case without needing to go into each individual application. It’s so much easier for advisers to keep their clients regularly updated about the status of their application.
Speaking of the latest developments, Chief Operating Officer Simon Hayton says:
“The launch of the new KFI portal is part of our ongoing focus on technological progression, providing ever-improving levels of dedicated service and support. Particularly in the current times, effective tech solutions are paramount to enable the word to keep on turning and we’re proud that our launch today provides part of that much-needed solution. It follows on from our website refresh and last year’s mobile app, which is believed to be the first of its kind in the market. Our commitment to innovation and continuous development allows us to provide market-leading resources and tools to advisers under our mantra of "service made possible by technology, made meaningful by people"
The new KFI portal is live now through the Pure Retirement website for registered advisers.
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