Aviva has added several new tools to its adviser platform, as part of its digitisation journey in partnership with FNZ.
In January, the business signed an extended 15-year contract with FNZ to support its “ongoing focus to simplify and transform the operations of its UK insurance, wealth and retirement business”.
The alliance aims to “drive adviser efficiencies” and enable advisers to pick and choose the services they use more effectively.
The new additions include a digital adviser access and workflow tool for Aviva’s client asset transfer service (Cats).
This provides material efficiencies to transfer assets at scale onto the Aviva platform, saving time by equipping advice firms and platform teams with the capabilities to perform high-volume tasks more efficiently.
New digital analytics capabilities will encompass enhanced client-base insights for advisers, allowing for greater customer personalisation.
Additionally, the launch of a new ‘Adviser Hub’ will offer a centralised workspace with a configurable dashboard.
This will enable quicker integration of new applications and enhance the overall adviser proposition.
Aviva head of adviser platform Al Ward said it is an “exciting time” for the Aviva platform and developing these new services will help “enhance the great service advisers already provide”.
“Using the latest technology to constantly look at better ways to operate and integrate really helps move things forward creating a better experience for advisers and their clients,” he added.
“Aviva is committed to delivering for the advice market and is pleased to have worked closely with our technology partners at FNZ to deliver these new tools and services.”
FNZ chief executive for the UK, Middle East and Africa Alastair Conway said: “Our goal is to give advisers more control, helping them deliver better outcomes for investors and drive the growth and efficiency of their businesses.
“As we roll out enhanced digital analytics capabilities, and a range of new workflow, asset transfer and dashboard configuration tools, the Aviva Adviser platform will help advisers free up time and deliver ever more personalised products for their clients.
“Aviva is a highly valued strategic partner, and we look forward to continuing to support the Group’s growth ambitions, while furthering our purpose to open up wealth and help everyone, everywhere, invest in their future, on their terms.”
We can only hope that they actually do some UAT so that these ‘improvements’ actually work. So many issues with processes on Aviva (along with other platforms) and the providers rarely seem interested in resolving them sadly. We spend our lives in this industry battling with technology.
Ohh ..I do like a new tool ..
Same as the last one ..just that bit shiny..eeerrr