Product category:
Consumer issues
News Release from: Defaqto | Subject: Protection
Edited by the Insidemoneytalk Editorial
Team on 19 February 2007
Burns-Anderson embraces Defaqto's Aequos
Engage
Burns-Anderson announced today that it had taken on Defaqto's Aequos Engage as its preferred product search engine.
Defaqto's Aequos Engage was launched in May last year and is specifically designed for use by IFAs The product covers investment, pension and protection products and can be used online or downloaded for remote use
This article was originally published on Insidemoneytalk on 20 Feb 2007 at 8.00am (UK)
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It also has a comprehensive compliance capability in-built and free training on the system is available to all adopters.
Burns-Anderson revealed that its decision was based on an extensive review and evaluation of the available products and included product specification, price and customer service.
The ability to link with its main policy and client administration system, to other CRMs, as well as to its quotation portal, were also important considerations.
Commenting on the announcement, Adrian Lewis, Head of Marketing at Burns-Anderson said, "Before recommending Aequos Engage, we conducted a pilot test with a selection of our members.
The success of this determined our promotion of the product.
The quality of Defaqto's technical staff, and the research that they conduct, played quite a big part in our decision.
Also, we have faith in their ability to deliver on customer service." Roger Perry, National Account Manager at Defaqto said, " We are positively delighted to be nominated as the preferred product research supplier to Burns-Anderson.
This endorses our belief we have the best product and support servicesandnbsp; available and this is further evidenced by Defaqto now being mandated as the preferred supplier to five networks.
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