Hours are spent each month reviewing and analysing ceding scheme responses, without a clear method to prioritise them effectively.
Chasing outstanding information for cases that may not even be viable, wasting valuable time and resources
Lack of Visibility
Management lacking oversight on the amount of new business potential in the firm at any one time.
Who is handling the case, how long has it been under review, and is there enough information to decide whether to take it on?
Inaccurate checklists
Admin teams struggle with extracting information from provider responses quickly and accurately.
Human error leads to delays, slow down new business growth, and extend the time required to create suitability letters.
Compliance risks
Human error affects your company's risk scores negatively, damaging adviser risk scores and ratings from network compliance departments.
What's the solution?
eXcede LOA offers a comprehensive AI-powered solution to streamline your LOA process and drive competitive advantage.
1
Gain Competitive Advantage by Leveraging AI
eXcede LOA creates your LOA in seconds, via your phone, tablet, PC or Mac. Your client can view and sign this instantly via QR code or direct message.
2
Live Document Analysis
eXcede LOA scrapes data from provider responses. The system automatically completes your firm or network compliance checklist, populating information and guaranteeing 100% accuracy and compliance.
3
Real-Time Dashboards
Get instant notifications as soon as you receive complete LOA responses. Access real-time tracking and seamless collaboration. Keep your team updated on progress with a single click
4
Access to the Paraplanning Marketplace
Once you have a completed LOA response and checklist, you can post your project for qualified and experienced paraplanners to bid on. This ensures you receive the best available paraplanning services at the lowest cost.
5
Generate new income with Adviser Matching
If you decide the work isn’t for you, we can match the client with an adviser actively seeking new opportunities. Using our handover service, the client is seamlessly transferred, allowing you to monetise your time and effort.
Similarly, if you are an adviser looking for clients who are genuinely seeking pension advice, you can purchase these clients through our platform.
Effortlessly manage and organise client information
Automated Compliance Review
AI-driven document analysis ensures adherence to FCA and your networks regulations with 100% accuracy
Generate Instant Executive Summaries
Instant insights on plan details, charges, and fund choices
Customise Workflows And System Access
Tailor the system to your unique business needs
Data driven insights
help you better manage your admin resource
Make better commercial decisions about new business enquiries
Create and manage tasks in one place
Connecting your Management-Adviser-Admin team
Transform Your Pension Advice Process
Increased Efficiency
eXcede LOA provides a detailed and precise LOA checklist in just seconds, simplifying the process and saving valuable hours—or even days.
Your administrators will be able to focus on other valuable tasks while spending significantly less time evaluating LOA responses.
Empower you staff
This solution is designed to streamline administrative tasks, giving your team back valuable hours that can be better spent on high-impact activities. It empowers your staff to focus on what truly adds value, while handling the routine work efficiently.
100% Accuracy
Remove human error from your process with AI-driven checks.
eXcede LOA empowers you to work smarter, not harder.
By automating time-consuming tasks and ensuring accuracy, you can dedicate more time to providing exceptional client service and growing your business.
Gain Early Access
Gain Competitive Advantage
Stay ahead by using AI for faster, compliant pension switching advice.
Shape the Product
Give feedback to influence future features.
Exclusive Benefits
Enjoy special pricing and priority support.
Revolutionise your pension advice process.
Register now below and lead in financial technology innovation.