infoWEB has enabled St. Jamesâs Place to turn off its paper-based statement system, and provide partners with the ability to interact with this new improved data.
Currently, the SJP Partner receives a monthly commission statement detailing the transactions from the sale of St. Jamesâs Place products and services including investment, protection and pension plans. A typical statement can be in excess of 30 to 50 pages in length.
âinfoWEB provides real value to our partners,â explains the Head of Division - Partnership Accounts & Recruitment at St. Jamesâs Place, Mike Karn. âThe statements are generated by infoWEB in PDF format and accessed directly from our server via our extranet.â
In addition the Xenos Professional Services team has tailored the infoWEB product to enable partners and St Jamesâs Place account teams to export the information into Microsoft Excel to incorporate in their own reports.
As a result of using infoWEB St. Jamesâs Place has been able to turn off the paper-based system, reduce overheads and expects to see a decrease in the number of statement enquiries from partners.
âinfoWEB creates a truly self-service environment for St. Jamesâs Place, making it far easier to interact with the data in often lengthy commission statements,â says Managing Director EMEA at Xenos, Jeff Mills.