Driving Efficiency and Transparency: The impact of Unipass Transfer Tracking on financial services organisations

Unipass Transfer Tracking: Adviser Research Case Study

The advice community has long had frustrations with the transfer tracking process.

At Origo we have over 35 years of experience delivering digital solutions to industry problems. We built Unipass Transfer Tracking based on adviser feedback to address the key pain points associated with the transfer tracking process.

Before we arrive at the solution though, we have to quantify the issues the advice community face daily.

This case study details the findings of adviser research we carried out with over 90 individuals from across the advice community. It quantifies the issues around transfer tracking and how our efficient digital solution, Unipass Transfer Tracking, can be adopted to benefit providers, advisers and end clients.

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Driving Efficiency and Transparency: The impact of Unipass Transfer Tracking on financial services organisations.

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