N4 powers launch of Intrinsic's holistic financial advice for pensions, investment,
mortgages & insurance.
N4's advanced point of sale technology is enabling Intrinsic's newly launched financial
planning and mortgage multi-tie platform to offer holistic advice covering the full
spectrum of clients medium and long term financial requirements. It is the first
system to assist advisers by offering fully compliant support across a full range
of financial products including mortgages, investments, savings and general insurance.
The point of sale technology ensures Intrinsic's advisers can offer a comprehensive
financial planning service, from mortgages to pensions, thereby adding real value
to their clients' needs, whilst the technology takes care of fact finds, needs and
affordability analysis, solution pricing, the production of compliant suitability
reports, and also provides straight through processing via its integration with
both Exweb, the life and pensions portal, and Trigold, the mortgage portal.
N4's technology will enable advisers to consider all aspects of financial arrangements
with their clients in the context of real life scenarios, such as:
- Mortgage requirements (present and future)
- Protecting dependants
- If you are unable to work
- If you fall seriously ill
- Retirement
- Savings
- Investments
- Estate planning
They will also be able to offer clients a broad range of products to cater for all
these eventualities in a fully compliant manner.
Kevin Ronaldson, CEO, Intrinsic, comments, At the heart of the Intrinsic proposition
is a 21st century, easy to use and fully integrated point of sale system designed
by N4. In an increasingly sophisticated and complex financial world, our advisers
and their customers will experience a simple, efficient and seamless advice led
process the complete solution. The N4 system is already proving to be extremely
popular right across the market.
Steve Jones, CEO, N4, comments, Technology is at long last being driven by people
who understand the financial services industry. We started from the position of
what the adviser and the consumer need, not what the supplier can provide. Intrinsic
will now be able to offer a more satisfying customer experience, which, as we all
know, will ultimately be beneficial to the customer, adviser and provider alike.
For more information please contact:
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Andrew Levers
N4 Solutions
01285 852200
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Vaughan Andrewartha
Votive Communications
0207 402 2448
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N4Solutions (N4), founded in 1999, is the UK's leading strategic point of sale partner,
specialising in the development of browser-based, multi channel, point of sale systems
for the financial services industry. Developed by a management team with extensive
financial services industry knowledge, the technology delivers effective and efficient
point of sale solutions comprising a complete suite of components supporting the
provision of Mortgage, General Insurance and Financial Planning advice, within regulatory
frameworks. Based on industry-standard technologies the architecture facilitates
ease of integration with existing systems and can be deployed either in its entirety
or as a selection of components. (www.n4s.co.uk).
Intrinsic Financial Services Limited was established by Lord Leitch, the former
global CEO of Zurich Financial Services life businesses. The Business has the financial
backing of some of the leading names in the financial services industry - Friends
Provident, HBOS and South African insurer Sanlam. Lord Leitch has been joined by
former industry colleagues David Capel, Wallace Dobbin, George Higginson, Richard
Freeman and Kevin Ronaldson Chief Executive of the new venture. (www.intrinsicfs.com).
