Analyser’s latest integration is now live with ZeroKey, a web extension that aims to remove the need to manually key data.
ZeroKey was among five firms chosen to showcase emerging technology at the lang cat’s AdviceTech Catwalk event last summer. It was ultimately voted ‘best in show’ for its ability to save advice professionals’ time and to integrate data held across multiple systems.
Analyser users can use this integration to pull client information held elsewhere, such as your back-office, into Analyser without the need for rekeying. This makes it quicker to run client-specific reports.
This ‘quick action’ is compatible both with current ZeroKey integrations, such as intelliflo and Iress Xplan, as well as any new integrations ZeroKey rolls out in future.
It follows our first integration last month with AI reporting firm Avenir. Taken together, these integrations make the suitability process more efficient from beginning to end, from onboarding to recommendation.
At the lang cat we often find ourselves calling out the lack of integrations industry-wide and the inefficiency that comes when systems don’t talk to each other.
That’s why we’re keen to build the integrations that will save you time and make a difference to your business. If there’s tech you use that would benefit from integrating with Analyser, just let us know.
Want to see how these new features could help streamline your due diligence and suitability process? Get started now and explore how Analyser can help.
