Dunstan Thomas provides online adviser portal technology for Curtis Banks’ new ‘Your Future SIPP’ pension
Portsmouth, United Kingdom
The retirement solutions specialist and fintech innovator Dunstan Thomas, has implemented its Integro CX portal technology to provide an adviser portal for digital access to Curtis Banks’ new ‘Your Future SIPP’ pension. Dunstan Thomas provided the integration and market expertise needed to deliver seamless digital customer journeys for the new SIPP.
Curtis Banks recently launched Your Future SIPP to bring together all its existing capability in a single pension. Key features of the new SIPP include open market access to virtually any investment solution, flexible and competitive pricing and automated adviser charging.
Dunstan Thomas’ Integro CX portal technology provides the presentation layer which enables advisers to register to use the portal and then complete new business applications for the SIPP. The portal also provides users with a slick client on boarding process without the need for paper. Straight through processing is supported by electronic application forms and e-signatures.
Dunstan Thomas Imago Illustrations enable creation of pensions illustrations. Advisers can also use the portal for secure messaging and review number of investors as well as in progress, cancelled and completed applications in their personalised dashboard.
The portal will provide plan list overviews as well as individual plan summaries with up-to-date valuations, investment breakdowns, contribution history, transfers-in and income taken to date.
Dunstan Thomas has created simplified, digital-only new business application processes and put in place a managed user migration process to move users from existing Suffolk Life systems to new ones.
Nigel Rodgers, Group Chief Information Officer, Curtis Banks explains:
“Dunstan Thomas’ portal, security, workflow, customer journey building and management capability; combined with its knowledge of our systems built up over many years; has helped us get to market quickly with a competitive and functionally-rich, adviser-led offering.”
Chris Read, Group Chief Executive, Dunstan Thomas Group, added:
“For over ten years Suffolk Life, and now Curtis Banks, has been a great client for us. Suffolk Life was the launch client for our now widely used Imago Illustrations Version 5. Our expertise in the SIPP, retirement and platform market of over 30 years has now been augmented by the addition of our powerful new Integro CX portal technology. Integro CX, coupled with the richness of the Imago product suite, has enabled us to assist Curtis Banks to get to market with its new ‘Your Future SIPP’ both quickly and securely.”
Capital Markets, Corporate Banking, Retail Banking, Wealth Management