We are a technology driven UK financial services business. Investing in technology helps us to improve our service to clients in many ways, for example spending less time on administration and more time with our clients.

Increasingly these days, technology plays a central role in a successful benefits and reward solution. And it is technology which sets our offering apart from our competitors. We have access to award winning technology, from some of the world’s largest providers of HR and benefit technology. In instances when an organisation wishes to streamline all HR, payroll and benefit needs through one provider, we can help source and implement the right solution.

We are extremely proud of our own market leading client management system and investment platform. This software adds real and tangible value, day-in-day-out to hundreds of thousands of clients and employees. And no matter what the level of advice or service taken from our corporate offering, we provide EVERY EMPLOYEE with their own personal financial website to help them to manage their finances, at no extra cost to the employer.

But don’t just take our word for how good our systems are though. Here is a selection of what Ian McKenna, one of the most respected voices on technology in financial services and Director of the Finance & Technology Research Centre, has gone on record with regarding our True Potential investment platform and client management system:

Quote 1 - “What happens when you take one of the best client management systems in the market and then they bolt on their own platform ?”

Quote 2 – “This software and support service achieved the highest score in our recent adviser software benchmarking study, and the highest number of five-star ratings when we measured the underlying elements of such systems.”

Quote 3 – “ Each individual client is given their own personal website.”

Quote 4 – “This is all taking the level of integration between adviser systems and the wrap platform way beyond anything else I have seen to date.”

Quote 5 – “ It shows what can really be achieved by making the platform and client system really work together.”

Quote 6 – “ This is exactly the sort of execution I have long believed is the best way forwards for advisers and the platform community.”

Quote 7 – “Instinctively I believe it may have just set the new standard to aspire to.”

We believe in the benefits of this system so much that each and every client of Wilcocks & Associates receives their very own secure website. This lists details of a client’s assets from mortgages and protection, to investments and pensions.

Smartphone and tablet PC applications take this further and allow clients to receive real time valuations of their assets whilst on the move. Such functionality and ease of access can have a hugely positive effect on employee engagement and thus take up rates.  

We also understand that technology can is not the only important factor for clients. This is especially the case where employees do not have access to a computer. In all of the projects that we handle, the generation of innovative ideas, where the solution is designed around each individual organisation’s needs, is what makes a successful project.  Increasingly however this means having fantastic systems in place, which we have.

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