Join our fast growing network to help your customers and improve your operations
EMPOWER YOUR CUSTOMERS.
Allow your customers to maintain their I&E data in one place and share with you and other firms as and when needed. They complete an intelligent I&E form in their own time and at their pace to ensure it is complete and accurate. They can also use Open Banking to pre-fill their information from their bank account transaction history.
They are also regularly reminded to maintain their data and make changes to it over time as their personal circumstances change. This means that the data you get is always fresh.
If they are dealing with multiple companies, then this is the ideal tool for them to save time and manage their affairs. Helps you as well as you can now get timely and accurate information without using significant call-center resources.
COMPLY WITH GDPR.
GDPR applies to all firms dealing with European customers (including UK customers!). This regulation came into force on 25 May 2018 and carries severe penalties for non-compliance. It grants new rights to consumers relating to Subject Access Requests, Right of Access and Portability of their data.
Good News - IE Hub® is designed from ground up to comply with GDPR. Data is held on dedicated UK based servers hosted by reputed hosting firms with ISO 27001 certifications. Our operations team is also ISO 27001 certified by BSI. So, no need to modify your internal systems for providing control of I&E data to customers and let IE Hub® do the job!
USE OUR DASHBOARD TO QUICKLY ASSESS YOUR CUSTOMER SITUATION BEFORE ASKING THEM TO COMPLETE A FULL I&E.
Depending on your IE Hub® membership, you could have access to an Advanced Dashboard that provides you a quick view of the customer's Expenses (based on ONS data) and Debts (based on Credit Bureau data). You can also validate a customer's Income information here.
Based on this rapid assessment, you would then be able to decide if you need the customer to fill in the full I&E. If it is needed, a message can be triggered by your agent to request the customer to fill in the I&E on the IE Hub®.
Whatever your situation, we have a solution.
Simply provide us a secure email address and any data shared will be sent to this, encrypted over the wire.
Provide us details of a SFTP folder and we can push any shared data here.
IE HUB CRM
Obtain a license for our CRM and view the shares from your customers online. Here you can also validate shared data against that held by credit bureaus.
Build system to system integration between your operations system and the IE Hub. The Hub also has some simple APIs that can be hooked into within few hours.