Solved.

To tackle the issue head-on, we designed and developed a revolutionary, fully interactive IFA interface. The InTouch quote-builder let accredited IFAs create bespoke protection quotes using a delightfully intuitive drag-and-drop action. And it let them do it right there in front of the client, in real time. Quotes could be saved, amended and restructured according to the clients’ needs. On top of that, we also produced an informational ‘how to’ video, explaining to IFAs how this innovative, combined quote and sales tool works.

Stonehage Fleming

The merger problem.

KPMG

The deficit problem.