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Tag Archives: Easy-to-use
Improving your online experience
Throughout the course of this year we have, and will continue to roll out important enhancements to our website, as we commit to doing everything we can to make your user experience as smooth and effortless as possible.
We started last year by ‘decluttering’ our homepage to bring a cleaner and more simple design, to make it easier for you to get to the client servicing. And the improvements to this page have continued.
NEW form improvements to the Cofunds Pension Account
Last November we told you about significant enhancements we had made to our Cofunds Pension Account .The introduction of the standalone Client Declaration has helped make the whole application process quicker and simpler for you and your client.
Your feedback shapes our ongoing enhancements and, as a result, we have made further improvements to our literature, by providing clearer forms to help you and your clients to maximise their tax-efficient investments. Continue reading
Help and information is available during the holiday period
With the holiday season just around the corner, we have a range of support available to you throughout the festive break.
As you are probably aware, a number of the public holidays fall on weekdays this year which will have an affect on postal correspondence, however we can offer you plenty of online alternatives to post.
Our investment proposition
We work to provide advisers with technology that will help them to better manage clients at the platform level rather than the product level, so we are moving to an online solution with the sole purpose of enabling advisers to do more, more easily.
We’ve recently improved our site so that advisers only need enter client/fund details once, no matter what action they wished to take, be it planning, quoting, trading or updating.
How Cofunds is improving the online experience
Technology these days is all about invisibility – high-tech wizardry that’s so easy to use, so brilliant, you aren’t even aware you’re using it. The iPhone is a prime example – beneath its sleek, slim exterior there’s the most complex, formidable technology at work. Yet using one is very simple – technology that even technophobes can get addicted to.
Now, we won’t suggest for a moment that Cofunds is on a par with the iPhone (quite yet). But we’re dedicated to doing everything we can to make your user experience as smooth and effortless as possible.
Alastair Conway on the Cofunds Pension Account
As the world gets more complex and presents more choice, it’s natural to crave simplicity. “Don’t give me everything. Just give me what I need,” is the new consumer cry. And product providers are listening. No-frills credit cards, back-to-basics mobile phone tariffs – ‘Be Simple’ is the new mantra. Continue reading