Sesame launches new proprietary platform for advisers

Sesame has announced a new proprietary platform for advisers that aims to bring key capabilities onto one system.

The web-based platform, OneView, brings together tools, information and processes for advisers within Sesame’s network into one place, with an aim of helping to reduce duplication, improve visibility and boost productivity.

Sesame suggested that its advisers will for the first time be able to access key capabilities on one system, saving them time from logging into multiple systems or submitting marketing materials for network approval via email.

OneView will initially offer four core features designed to deliver immediate value, which are commission statements, advertising and financial promotions, firm directory, and an industry news feed providing market movements and sector insights in one place.

Sesame’s chief technology officer, Shane Wright, said: “OneView gives advisers a single place to see what matters most –what’s been submitted, what’s pending, what’s approved or rejected, and what needs action next.

“It means they no longer need to switch between systems, or hunt around in their inbox for information. It’s about giving advisers time back. Time back to focus on clients. Time back to have better conversations.”

Director of Sesame, Toni Smith, added: “This is an exciting moment for the Sesame network. As a Proactive Partner for Life, Sesame’s goal is to give our firms the tools to start, run, grow and exit their business with confidence.

“OneView will transform the adviser experience, helping them to be more focused, more efficient, and more productive, ultimately delivering a better service for their clients.”



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