iPipeline has announced a partnership with BrokerIQ, a startup specialising in adviser technology.
BrokerIQ offers a client communication platform that works on smartphones and tablets. The platform includes features like in-app chat, automated notifications, client profiling, and video messaging. The aim is to improve client engagement for advice businesses and brokers.
The partnership aims to integrate iPipeline’s web services, known as PreQuo, into BrokerIQ’s customer engagement platform.
“We are delighted to be working with such a prominent and forward-thinking partner to deliver a superior service to end customers via intermediaries,” said Joanne Cole, founder of BrokerIQ. “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, said: “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.”
He added: “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.”
The partnership aims to give adviser firms better tools for improving their client engagement strategies, in line with Consumer Duty requirements.