Member & Advisor Portal
The only platform you need to manage your old and new members while ensuring the policies are maintained accurately and well serviced.
Digitising your process is one thing but ensuring an excellent experience for both yourself and your members is another. While your previous workflow may just help you do the job, you did have to switch between numerous platforms to get tasks done - this is where a lot of time is being unnecessarily wasted. Imagine if one platform is under maintenance, your workflow will be on hold and no members could proceed to the next stage due to the platform being under maintenance. This is an inconvenience at its best. When you want to get the job done so you can assist new members, the last thing you want is previous members being put on hold due to one of the many platforms that you’re using for your workflow being under maintenance. Pushing one task back can lead to pushing more tasks back. In a business world, this isn’t ideal.
Introducing you to our Admin Member & Advisor Portal, where usability and accessibility are a core foundation of our technology for a better experience for members and advisors. CTC’s Advisor Portal allows advisors to manage everything from one platform while the information being sent to the members may be received on the Admin Member Portal, where communications and notifications will be all in one place and members may conveniently revisit their account at any time.
Our new and improved Admin Member & Advisor Portal is made with members and advisors in mind. Below we will be highlighting the features.
We highly suggest taking the portal as a whole package to guarantee excellence for both yourself and your members (Admin Advisor Portal and Member Advisor Portal), we have the flexibility to allow you to take just the Admin Portal or the Member Portal, or both.
Admin Advisor Portal
As pension administrators, we understand you are responsible for a lot of tasks from ensuring that all members (old and new) policies are maintained accurately and well serviced. Keeping track of all of the countless members can be hard work when done manually and can be hectic when you’re switching between many platforms for many different pieces of information. With this in mind, we created a technology that will allow you to monitor everything from one place, and the best part of this solution is the ability for automation allowing you to easily scale your business without any extra responsibility added to your plate.
Improved usability: All process designs are well thought out to enable a better user experience for advisors, where advisors may manage everything from one portal;
Mobile-first approach: Whether advisors are browsing for member’s information on their desktop or their mobile, our technology adapts the screen size of your device, ensuring a smooth experience while managing your tasks;
Simple client management: As simple as managing clients from one platform;
Easy integration with additional modules including DCube: As well as DCube, Admin Advisor view may now be integrated with other systems we offer such as our Planning Tools and our Advanced Retirement Planner Module;
Improved user accessibility: Helps users easily navigate around the platform without having to think twice or face any difficulties.
Admin Member Portal
While ensuring speed and excellent member journey from advisors to members through using Admin Advisor & Member Portal, Admin Member Portal also offers convenience for both parties where everything can be received and viewed on one platform allowing members to access their account at any time from the comfort of their own home. This does mean that absolutely everything could be done in one place on the Admin Member Portal, including planning for their retirement if Planning Tools (another module we offer) were integrated with the Admin Member Portal. The idea is for members to be able to map everything out and have a summary in their hands where they are able to revisit and manage it at any time. Consider this a front end for members!
Improved usability: With members in mind as end-users, the processes are well thought out and simple for members to follow through the process without having to visit your advisory organisation. In fact, they can fill in all their information from the comfort of their own home.
Mobile-first approach: No matter which device members decide to use, our technology adapts to the user's screen size to ensure a flawless experience.
In portal notifications system: Easily view any updates on their account, our technology will ensure to send members any changes notifications.
Improved pension summary: Imagine having a full summary of your retirement financial life all in one platform, including plans on how you plan to view it. By allowing members to visually see how everything is from the bird’s eye view, it has been scientifically proven to help
Improved pension management: No matter in which areas of their lives their money is coming from, where it is saved, and how they plan to allocate and use it, all can be managed via our Advanced Retirement Module which may be implemented with Members Portal.
Easy integration with additional modules including DCube and retirement planning
Improved user accessibility
Hosting
Saving the cost and hassle of hosting applications, CTC typically provide its applications under a SaaS model. We are however equally comfortable supporting an on-premises deployment.
