Following a stringent selection process, Webline was required to deliver a system which provided Edward Jones advisers with a specialist solution based on the national’s own compliance standards and incorporating the portal’s panel functionality for the company’s preferred providers.
The system went live in July initially providing protection quotes but will shortly be extended to accommodate e-submissions as well as bonds, pensions and annuities.
Matt Humphrey, client and operations director at Webline, said: “We are delighted to have been selected by another major national adviser firm, particularly as Edward Jones’ investment advisers are so highly respected in the industry. Not only have we been able to implement a complete white label solution, but we have also taken extensive care to build this with specialist functions to deliver exactly what the company needed from a compliance and panel perspective.”
Robb Boyd, principal, products and marketing at Edward Jones, commented: “This better enables us to meet our customer’s needs with timely and accurate service. This is ground-breaking work. We are accomplishing something here that is still a distant goal in the North American marketplace. The real winners will be the customers who walk out of our offices knowing that their protection needs are being addressed."
