API Software Helps to Improve Client Access to Pension Data Through a Web Portal.
API Software, a leading provider of business software solutions including business intelligence, collaborative solutions, CRM and bespoke business software has been selected by a large UK Financial Services organisation to deliver an industry leading, functionally rich website for their clients.
The organisation is a leading supplier of advisory and management services to the occupational pensions market in both the private and public sectors.
The SharePoint Server solution is designed to allow a secure members area where customers and trustees can log in and view details specific to them. The solution also introduces a central location to store and access files and documents with ease of use, flexibility and advanced functionality. In consolidating information they are improving key controls and increasing efficiencies - substantially reducing time and effort taken to source vital information on client pension schemes.
API Software has helped the organisation make the transition to a functionally rich branded website for clients to access specific information in an easy to use, flexible manner.
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