New business onboarding
built by experts
We deal with providers and ease work with clients to manage letters of authority end-to-end, so you can focus on what matters most.
Services that deliver a better client experience
LoA Generation
Generate LoAs directly in-app, and our team automate getting them signed.
Compliance Documentation
Supporting the gathering of AML and source of wealth documents and running an electronic AML search where required.
Client Follow-up
Proactively follow up on outstanding client actions throughout the journey, without adviser input where appropriate.
Chasing Providers
Following up with providers to ensure the timely completion of information requests and adherence to SLAs.
Quality Assurance
Comparing provider responses against information requests and reverting back to the provider for any missing information without adviser involvement.
Frequent Updates
Liaising with providers and providing regular updates to advisers and clients.
Why advisers choose Zentum for new business support
End-to-end
Our process is designed to take as much workload off the adviser as possible. Simply supply client and policy info and we take on the rest.
Faster turnaround
We chase providers on your behalf so cases don't stall. Reduce your time to get assets onboarded, meaning a smoother client experience and increased revenue.
Full visibility
Track every LoA's progress in real time, without having to ask for an update.
Frequently asked questions
Ready to transform your advice operations?
Book a demo today and see how Zentum can help your business scale without the administration headaches.