Synaptic Protection Research

Synaptic is pleased to announce a new research tool for protection and life products, exclusively for mortgage and protection based advisers.

• Easily create opportunities to sell additional products alongside mortgage products
• Save time and effort
• Integration with quote and e-submission providers, including Webline and The Exchange
• Automatically save and store research
• Easily compare features for maximising sales opportunity

Treating Customers Fairly and minimising business risk

• Operating principles within TCF are easily maintained, including key requirements to:
• Justify recommendations with full suitability reports containing an audit trail
• Full product information contained in contract sheet
• Demonstration as to whether alternatives have been considered where appropriate
• Planning within agreed levels of affordability

• Improve depth and range of advice
• Develop service proposition
• Increase reasons for customers returning

Click here to request a demonstration.