HSBC Bank has selected 1st - The Exchange's Exweb as its quotation platform, for exclusive integration with the bank's 'Solutions' point of sale (POS) system.
This will deliver online comparative quotes through Exweb to HSBC advisers, with client and product data automatically pre-populated. Results are then saved as PDF files in the POS system, providing a compliant audit trail.
The integration will be rolled out from October 2009.| Share | |
| Comment | 1ST - The Exchange signs Exweb deal with HSBC |
More from professional adviser
Email alerts
Recommended reading
Categories
Topics
Comments
Related articles
Most Read
This year we have 14 awards designed to mark out the very best products in a highly competitive and innovative market. This includes three new awards for 2011 to reflect the developments in this rapidly growing market: Best Dual/Multi-Index Product, Best Structured (Oeic) Fund and Best Structured Product Provider.
Events
Poll
|
|
Job search
Ifaonlinejobs will open the right investment career path for you. Search hundreds of vacancies on www.ifaonlinejobs.co.uk now
In Focus
Two months left before the ‘real RDR deadline’ – are you compliant with the required professional...
Viewpoints
2012 marks a watershed for the Life companies, fund managers, banks and advisers who service...
There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment