Online ISA applications via apps and web for Link Asset Services' financial services client
Link's client wanted a new online process for streamlined ISA application processes and management of IFA client accounts - we delivered the perfect fintech solution.
Link Asset Services manage and maintain the ISA services for their clients. This particular system had been in place for a few years and relied heavily on a postal application process and complexity.
Having recently finished the Fund Management Centre for Link, they asked us to help build a new set of digital services for one of their savings & investment clients, which would allow ISA financial advisers complete visibility control over their clients' portfolios and offer the ability to apply quickly online.
The brief: Create a suite of digital services which streamline our application processes and give real-time visibility of customer portfolios.