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.
We have configured a new endpoint in our benefits platform that allows debt advice platforms to offer embedded features for income maximisation, benefits calculation and benefits monitoring:
This solution also ensures that customers are always receiving the correct amount of benefits by capturing customers’ most updated financial information, recalculating their benefits entitlement and notifying them about potential under or over claimed benefits.
Our benefits platform offers the following benefits to simplify and automate advisers’ workflows:
The integration is super simple and we provide an incremental process that allows our partners to offer income maximisation services with minimum effort.
Feel free to reach out if you want to explore how you can embed a benefits check into your debt advice platform and view our benefits platform in action!