A professional web based presence is indispensable to the modern, successful financial adviser. Complementing face-to-face activity with online interaction is a powerful tool in developing customer service, producing additional revenue and recruiting new clients. Online interaction can also easily assist in crucial aspects of treating customers fairly.

Capita Enabler supply the majority of advisers with one or more of the adviser software tools that enable them to run their businesses efficiently.

Now Enabler are offering the industry’s most effective web site building tool. This will allow you to assemble a comprehensive website as easily as selecting items from a menu.

The Capita Modular Website will allow financial advisers and mortgage brokers to:

• Create a customer facing presence easily
• Use own branding and imagery
• Present a professional appearance with
  automated functionality
• Choose from a range of pre-compliance checked
  guides and pages
• Develop e-commerce functionality creating additional
  adviser revenue
• Offer a unique set of online tools
• More easily meet obligations under TCF

The main features and benefits of the Capita Modular
Website include:

• Power and versatility
• Template based structure for ease of creation and adviser
  control of content
• Ability to create content from over 600 pre-compliance
  checked pages
• Guides, tables, calculators, quotations and news feeds
• NEW Client Fact Find capability online which automatically
  populates the back office system
• NEW Access to revenue generating Enabler My Choice panel
  for online buildings and contents quotes and online submission, featuring 12 leading providers
• NEW Access to fund and investment fact sheets
• NEW Exclusive access to quote and submission of various
  financial product online including leading Life and Protection
• ALSO Comprehensive information on savings, loans and
  credit cards

A bespoke design service is also available.

There has never been a better time to create a web based presence to attract more, quality clients to your practice, and to take advantage of modern technology in order to service them better.