250 advisers sign up for eKeeper’s AML reports

More than 250 advisers have signed up for anti-money-laundering (AML) and credit reports through eKeeper’s CRM in the three months since the feature was launched.

eKeeper said the feature enables brokers to access Experian AML and credit reports – directly from its CRM – supplying brokers with information to quickly identify potential issues that may not be disclosed during the fact-finding process.

All UK intermediaries have access to this functionality, either as an eKeeper customer or through the free eKeeper Lite CRM, a lightweight version of the flagship product, after a simple registration process.

The software provider added that eKeeper Lite can be run alongside other back-office systems, where the PDF reports can be imported with minimal data required at the outset.

Cheetham Jackson Mortgages managing director, Richard Gill, an eKeeper customer, commented: “The integration into Experian is an absolute time and money-saver for us. Having access to reliable information at the beginning of our advice process means we can provide a more efficient and reliable customer outcome.

“There is no longer that frustration of submitting a case to a provider only for something to be unearthed when submitted. Having to go back to the customer to explain the situation, reprocessing and submitting a case to a new provider, is costly for any broker.

“Having our own way of getting that information up-front is just common sense, and a win for our business and for the customer.”

eKeeper commercial director, David Bennett, added: “The broker feedback has been phenomenal as technology continues to add value into the advice process. Richard’s success is echoed by every company that uses the service and demonstrates the flexibility our CRM integrations can offer.

“Businesses not only want to structure their back-office processes but are also understandably looking for ways to operate more efficiently.”

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