- Integrated data migration suite streamlines the data take on and imports full transaction histories
- Rich capability - Supports individual and group products; closed and open books
- Real-time management dashboards, automated advice and modelling tools
- Digital self-service suite - Customer and adviser portals personalise saving, income or protection propositions
- Personalised engagement - Communications management tools including analytics tools to understand customer activity
- Administration management - Automated, pre-built, workflow processing
- Operations workbenches - Flexible proposition management
- Interfacing and industry standards - Standards-based integration
- Regulatory and business compliance as standard
- Supports all your heritage products on a single, modern platform, with a comprehensive suite of configurable enterprise and industry interfaces
- Streamlined administration for older-style product wrappers across savings, income and protection
- Drive efficiency through customer and intermediary digital self-service
- Extensive support for legacy features, including ‘with profits’ and flexible processing rules for older contracts and product wrappers including occupational DB and DC pensions, contract-based pensions, protection, retirement income and life savings
Why choose Heritage Transformation?
- Operate at lower cost
- Lower risk
- Simplify your legacy estate
- Provide your customers with a modern digital service
- Help your customers understand their financial position
- Increase engagement with your customers