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EATT 2024 Disturbance Demo – Centology

Synopsis:

  • How the Centology Portal can be used to efficiently onboard new clients and use the data for digital form generation.
  • Showing that the Centology Portal can manage the workflow and communication for an Adviser
  • How Centology has in-built Chat functionality and is developing an AI Chatbot for clients

In their own words:

  • Centology was created by wealth managers for wealth managers and so we understand the need for accurate data, digitised forms, and communication, all in a single flexible and intuitive system.
  • Centology aims to streamline various sources of information into one environment and utilise a single set of core data for comprehensive reporting. This allows professional firms to provide a much more efficient and accurate service for their clients, while significantly reducing back-office administration.
  • Accessed by both adviser and client, enabling communication to be kept in a safe and secure environment.

Our Analysis

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Company Info

HQ:  UK

Founded: 2019

Product Displayed: Centology

Presenter: Richard Knight / Joe Power

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What  is EATT?