eKeeper rolls out Intermediary Manager to more financial institutions

eKeeper has launched a new product aimed towards financial institutions who manage relationships with intermediary and financial services related businesses.

The product, Intermediary Manager, was initially launched to Cambridge Building Society but will now be available to any financial institution, eKeeper confirmed.

Built upon the core eKeeper CRM product, Intermediary Manager’s features include its configurable workflow management for onboarding firms and advisers, document management to generate and store key documentation, automation to ensure that appropriate actions are executed and logged, as well as extensive reporting and marketing capabilities.

The system also has provision to integrate Business Intelligence (BI) data from a customer’s data warehouse, providing full management reporting via a visual dashboard.

eKeeper commercial director, David Bennett, commented: “Intermediary Manager delivers value by allowing providers to structure their relationships and activity. Through a tailored and lean experience developed from our core understanding of the sector backed by a best of breed technology solution. 

“We’ve listened to feedback and now we’re delivering Intermediary Manager to alleviate the task of managing introducing sources. We know it solves a fundamental requirement and allows providers to gain control and insight on their business.

“Intermediary Manager is not limited to the mortgage and protection sector, but any financial services organisation who need to structure and manage their firms’ and advisers in an effective manner.”

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