1 March, 2018 09:45
Photo : Freepik
Life Design Analysis (LDA) and Virtgate have announced a partnership through which the two firms of technology will integrate their platform respective.
Provider of Web-based tools for the presentation of sale and policy management and mobile financial advisors to the LDA will have, as a gateway for data sharing with Virtgate, a provider of back-office systems for general agents.
Focus on the customer
The partnership aims to synchronize the data on the accounts and customers of Virtgate with the platform of LDA. Advisors can access their data in the platform, without having to manually enter the account information of their customers. «We give the opportunity to our customers to take advantage of data, improve customer service, with presentations of quality «, said the CEO of LDA, Barry Crowther.
«Collaborate to innovative solutions such as the LDA to ensure that advisors can take best advantage of the platform Virtgate is crucial to our business «, said for his part the president of Virtgate, Tim Fitzpatrick.
Recently in Quebec
LDA has a gateway with Kronos Technologies since 2016, the year in which it has launched in Quebec its platform founded in 2013 in Toronto. The agreement with Kronos allows you to share data, CRM, Kronos, Finance, and access integrated in the software Life Design Analysis to create presentations for clients.
In return, users of Life Design Analysis to access Kronos ABF, a tool for the analysis of financial needs.