TAL launches digital Adviser Centre
TAL has launched its new digital Adviser Centre platform, which was designed in collaboration with advisers, to better support its adviser partners in their interactions with customers.
TAL general manager of retail distribution, Niall McConville, said insights from advisers and their customers highlighted that advisers wanted to spend less time on the back end, and more time actually giving customers advice.
McConville said in response to this, the new centre would give advisers more flexibility and efficiency with real-time updates on their customers’ applications and underwriting status, and a new reporting dashboard to track business metrics.
“The new TAL Adviser Centre represents a significant digital investment that TAL has made to bring industry-leading technology to our adviser partners, which facilitates business growth and better customer outcomes through faster, easier online processes,” he said.
AUTHOR
Anastasia Santoreneos
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
