Sesame has launched a new proprietary platform aimed at streamlining adviser processes by bringing key capabilities onto one system.
The new web-based platform OneView brings together key tools, information and processes for advisers within Sesame’s network into one system, reducing the need for duplication and improving visibility and productivity.
OneView will save advisers time from logging into multiple systems or submitting marketing materials for network approval via email, the firm said.
The new platform will initially offer four key features; an industry news feed, commission statements, a firm directory and advertising and financial promotions.
The firm said OneView has been shaped by adviser input and will continue to evolve based on ongoing feedback.
Advisers can access it on mobile, tablet or laptop. Until now, advisers have only been able to access certain tools via a desktop or laptop.
Shane Wright, chief technology officer at Sesame Bankhall Group, 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.”
Sesame said the launch of OneView is the first step in a broader transformation programme. Over the coming months, key oversight and compliance functions will be added into OneView.
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