According to Sun Life Financial UK (SLF UK), it required a service which would verify an individual’s identity when a ‘trigger event’ such as a change in address occurred at the time of payout on an account. The electronic check provided by CallML cut down the amount of paper work previously required to verify these details, providing SLF UK customers with an enhanced, no hassle customer experience.
SLF UK currently outsources its ‘closed book’ operation to Vertex Financial Services who ultimately use the software. David Child, managing director of life, pensions and distribution at Vertex Financial Services, said: After trialing a number of solutions for SLF UK, we recommended CallML as it offers an excellent level of support and provides reliable results at a competitive cost. Training was simple and user friendly, and it was apparent that putting the process into our existing procedures would be virtually seamless.
Graham Lund, deputy managing director at Callcredit, said: Securing this relationship is a significant result for us. As well as finding CallML more convenient than paper based verification, our clients find it easier to use and understand than other electronic alternatives.
