We are excited to announce a new feature that allows debt advisers to provide income maximisation services from their existing CRMs, case management systems and Income & Expenses applications.

Debt advice is a notoriously difficult process where advisers need to navigate between complex and changing regulations, a wide array of stakeholders and customers that are experiencing severe financial difficulties and heightened stress levels.

As if that weren’t hard enough, advisers also have to juggle between several silo systems including government and creditors portals, customers’ banking statements, case management systems, Income & Expenses applications and benefits calculators.

This new feature helps to simplify and automate debt advisers’ workflows so they spend their time where it matters most, understanding customers’ circumstances and helping them to choose the right debt solution.