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We've made client creation easier on FirstWrap

We're constantly looking at ways to enhance our platform and improve the experience for our customers. Our recent focus has been improving online individual client creation – bringing a refreshed new look and intuitive design intended to simplify client creation, speed up account opening times and minimise the risk of errors.

Over the past year, we’ve been speaking with advisers and their support teams to understand how to make FirstWrap more flexible, intuitive and easy to use.

Based on this valuable feedback, we’re excited to deliver new enhancements to the online individual client creation process, in an iterative approach to providing our customers with a suite of platform improvements over the next 12 months.

With the latest enhancements launching on Thursday 29 July 2021, customers will experience a range of benefits, including:

  • A refreshed new look and intuitive design, creating an efficient client creation experience.
  • The use of intelligent form design to reduce data errors, rework and manual processes.
  • The removal of unnecessary mandatory fields to minimise data entry and speed up application times.
  • Pre-population of member information fields to minimise the need to enter the same data twice.

While this first release focuses on online individual client creation, corporate entities and joint application types will be available shortly.

Schedule a demo to learn more

If you’d like to learn more about our latest platform enhancements, please contact your local Business Development Team.

We welcome your feedback

Customer feedback is essential for the continuous improvement of FirstWrap. Available from Friday 30 July 2021, we invite you to provide feedback on our latest enhancements via the ‘we’re listening’ section on the welcome page of the platform.

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