"Deeper client engagement is not just an ambition for advisers, Consumer Duty has made it a requirement."
- Paul Yates, product strategy director at iPipeline
BrokerIQ is a fully brandable, client communication platform that enables advice businesses and brokers to improve their client engagement. This has become essential for many firms as they develop Consumer Duty strategies. Additional tools include in-app chat, automated notifications and reminders, client profiling, video messaging, product vault, in-app referrals, and much more.
By integrating iPipeline’s collection of indicative and predictive web services with BrokerIQ’s customer engagement platform, it will be able to illustrate risk and cost of protection more efficiently.
Commenting on the partnership, Joanne Cole, founder of BrokerIQ, has said:
“We are delighted to be working with such a prominent and forward-thinking partner to deliver a superior service to end customers via intermediaries. BrokerIQ’s key mission is to enhance efficiency and engagement when dealing with clients and make that process as easy as possible for advisers.”
Paul Yates, product strategy director at iPipeline, added:
“Put simply, our purpose is to help more consumers plan and protect their financial futures more easily through great technology. So, when we are made aware of innovative start-ups – such as BrokerIQ – that share the same core aim, we’re always keen to build such partnerships.
“Deeper client engagement is not just an ambition for advisers, Consumer Duty has made it a requirement. We’re delighted that PreQuo can help build focus on protection and become a small part of what I’m sure will be the BrokerIQ success story.”
