Solutions Marketplace

Create comprehensive service offerings and reduce operational complexity by bringing the power of a digital marketplace to your clients.

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Unqork’s Solutions Marketplace allows wealth management firms to broaden their service offerings with seamless integrations of proprietary or trusted third-party offerings into a centralized hub. The marketplace reduces time-to-completion by moving carrier/asset manager data collection into the platform. 

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Immediate breadth

Open new revenue streams and increase client convenience and retention

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Reduced risk

Reduce operational risk through automation and rulesets/ exceptions

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Accelerated turnaround

Up to 65% faster fulfillment time to process client requests

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“Impressive and powerful. It’s an extremely scalable, thoughtful and sophisticated yet simple-to-use piece of technology.”

Sarah Shenton, Goldman Sachs

Key Capabilities

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Needs Assessment

Collect, analyze, and recommend product characteristics which meet the need of the consumer

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Shop

Quote matching products in real-time and highlight unique features which are relevant to the customer

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Customer Onboarding

Register new customers and perform automated compliance and operational reviews

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Product Fulfillment

Collect product-specific onboarding information and business logic from the customer for each product

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Digital Signature

Generate PDFs and collect e-signatures in real-time to complete product-specific submissions

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Notifications

Send stylized alerts and email notifications to customers and operations professionals

 
FEATURED CONTENT

Learn how How Financial Services Benefits From A Fintech Ecosystem

Watch this webinar replay for an in-depth discussion with Christian Barrera (Unqork's VP of Partnerships) and Lowell Putnam (Plaid's Head of Partnerships) as they explore the ease in which enterprises can build sophisticated, secure, scalable applications that hook into Plaid's extensive financial networks.

Watch the webinar

 

CUSTOMER STORY

Top-5 financial institution built a direct-to-customer marketplace for protection and retirement products in 4 months

A major financial institution was challenged with high-touch manual and paper-based sales, fulfillment, and servicing for financial products, requiring bespoke relationships with insurance carriers. Additionally, there were also significant operational, regulatory, and compliance requirements for each transaction as it relies on telephone and in-person interviews which take weeks and results in a disjointed customer experience.

After partnering with Unqork, the company was able to develop a direct to-consumer, digital marketplace and end-to-end fulfillment platform for advisors and clients across financial products (e.g., life, annuities, retirement). The solution included automated compliance, suitability, policy delivery, and operational processes, to deliver a unified advisor and customer experience across a wide breadth of products.

• Speed to market in ~4 months from ideation to production with 80% less resources than traditional development

• Accelerated fulfillment time by 65%+ from weeks to 1–2 days and significantly reduced unit cost

• Opened doors to new demographics and markets resulting in increased revenue and improved client retention

Contact us to learn more

Request a Demo