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What is EATT?
EATT 2024 Disturbance Demo – Centology
- 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.
Product Displayed: Centology
Presenter: Richard Knight / Joe Power