The BIS Platform - May Tip of the Month

Welcome to our May monthly tip on The BIS Platform. After a few months away from our tips, we are delighted to announce some more new improvements on The BIS Platform.

In a special edition of our tips this May, we are showcasing three new enhancements to The BIS Platform.

Starting with an upgrade we made to the online Digital Fact Find for your clients, the enhanced features will allow your client to complete their fact find in a branded, easy to use area. These updates will allow a more user friendly experience for your clients when completing a fact find online.

All features of the previous fact find are still available, making this a seamless transition process for your team. Below is a screenshot of the introduction page on the upgraded online fact find, and also an image of the form pages for your client. Some new features of the updated online client fact find for your client include;

• Firm branding including logo & colours (can be set in tools > user preferences)
• Firm contact details ensuring easy access for your client should any queires arise

Another new addition to The BIS Platform recently are the additional fields in the Customer Categories section. This can be found on BIS under Customer Categories in the Sales menu.

By clicking in to an existing category, you will now have the option to add additional columns which list more client information on the screen, and will allow you to filter the category in further detail.

The new fields available are; Last Contact Date, Number of Policies, AUM and Retirement Date. Please see below screenshot which shows this feature;

Finally, we have a new question in our Compliance Checklist which asks "Has the client been provided with the appropriate fund fact sheet and/or PRIIPs KID documents". This addition ensures adherence to regulatory obligations and provides evidence of compliance during audits or reviews.

If you are interested in any of the new features available on The BIS Platform, and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.

Keep an eye on your inbox for more great news coming shortly on The BIS Platform.