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Vertex brings life and pensions manufacturing and distribution solutions closer.
(From InsuranceNewslink.com)
Newslink dropped in to interview Vertex Financial Services a year after meeting up with new managing director, Andy Hunt, just after the acquisition of Marlborough Stirling.
Propositions and business development director, Paul Yates, said the timing was good as the company was restructuring to bring its life and pensions manufacturing division and its distribution and IFA solutions arm, The Exchange, under a combined management team lead by David Childs. It will be structured in such a way that enables focus to be retained on the needs of customers for each of the different operating units whilst also making the most of the value of the combined business to deliver more than the two existing parts.
In the post-depolarisation era, Yates emphasized the benefits of a multi-channel straight-through processing (STP) approach whether it be IFA, internet or direct, and not just for new business but also for servicing and outward bound contact activity. Last year's purchase of Ist Software has added 11,000 users in the " elite, quality financial planning " IFA channel and The Exchange has ...
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...group admitted that it does not have enough users to meet its costs. Despite confirmation from parent group Vertex Financial Services that it will be investing heavily in The Exchange, the Exweb mortgage sourcing service is not seen as a viable...
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Wesleyan Assurance Services has announced a deal with Vertex Financial Services to provide a straight-through processing service. The mutual claims that the adoption of Adviser Evolution technology from 1st...
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Wesleyan Assurance Services has announced a deal with Vertex Financial Services to provide a straight-through processing service. The mutual claims that the adoption of Adviser Evolution technology from 1st...
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- Magazine article from: Money Marketing September 20, 2007 700+ words
...The Exchange, which he joined in 2003 as chief operating officer. He says: "This is an exciting time for the financial services market and, in particular, the adviser sector. In the past few months, we have won some excellent new accounts...
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...serving the insurance and financial services industries, today announced...insurance, healthcare and financial services industries, making their...Australia Group (IAG), Vertex Financial Services and Norwich Union Insurance...
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FINANCIAL services software solutions and outsourcing...has officially re-branded as Vertex Financial Services. The name change came after...Andy Hunt, managing director of Vertex Financial Services -- pictured with the new logo...
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Financial services software solutions and outsourcing provider, Marlborough Stirling, has been re-branded as Vertex Financial Services, following its acquisition by Vertex Data Science earlier this...
