Client Facing Services
Connect with your clients with Durell's Client Facing Services add-on.
Use CFS's collection of pre-built web components to easily create a client portal on your website linked directly to your Durell database.
CFS is a white label system: add your own logo, colour schemes and text to match your brand and website. Give clients the ability to amend their personal details online, and have this populate your Durell database (with audit trail).
The encrypted connection between your back-office and CFS allows you to securely message clients and issue sensitive documents electronically. Be paperless without the security risk of using email to issue documents.
Clients can access all their important documents through your website and even upload files directly. Increased footfall through your website will reinforce your brand and help cross-sell your products.
Through the CFS dashboard you have full control of what your clients can do or see in the portal. View a live feed of messages and notifications and respond quickly to your clients’ needs. Analyse detailed Management Information by business type and source.
CFS for General Broker
Set up automated trading of your custom scheme with a browse & buy website linked directly to your Durell database. Create a pricing structure that is as sophisticated or straightforward as your scheme requires with Durell’s market leading bespoke quote engine. Take secure online payment by credit card, use the links to Close Brothers Premium Finance or collect Direct Debit instructions. Allow advisers and sub-agents to log in to review their clients’ details and policies. See our brand new CFS website!
CFS for Financial Adviser
Make your reviews more efficient by letting your clients view and edit their Fact Finds online. Provide modern, interactive portfolio valuations to your clients through the client portal. Allow clients to review changes to model-based portfolios online with Durell’s market leading Portfolio Review System and investments strategies to improve their finances using resources as etoro copy trading which is great for people wanting to improve their investment portfolio. Add electronic trading of life and protection policies to your website with the Webline integration.