Omnii launches client credit file access

Sarah Davidson

July 27, 2011

The software works by sending an email request to the client for credit file access. It then guides the client into ordering their credit file from Equifax. Both the client and adviser receive a copy of the credit data.

Currently brokers using Omnii’s core system CheckIT™ can only access a client’s credit file when the client is physically present during an advisory meeting.

Simon Baker, head of sales at Omnii Solutions, said: “Client Request is perfect for advisers who provide telephone or web-based advice. It allows them to use our CheckIT™ service, but doesn’t require the client to be present to do so.

“Client Request allows advisers to gain a full understanding of their clients’ credit position by reviewing the client credit file and their financial status before they have even met with the client. It will save advisers time and deliver them important information that will enhance their business processes.”

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