reducing paper files<br>customer friendly<br>speeds up the process<br>audit trail of key processes and steps<br>reduces likelihood of human errors<br>improves aml/ fraud controls with authentification checker<br>openness of OA team to new ideas, willingness of team to help<br>Great enhancements on reporting side Review collected by and hosted on G2.com.

unsure of quality control over rates<br>more connectivity with lenders platform - straight through processing<br>not integrated with all products and isn't a full CRM system so still need to use other CRM tool<br>strengthened compliance checklist section so can replace any manual checks<br>possible integration of a quality checker/ test?<br>visibility of any system testing to ensure that no errors in data feeds/ system behaviour?<br>No integration with other financial planning propositions Review collected by and hosted on G2.com.