In this episode, Lee Comer, Transact Video Production Manager, is joined by David Styles, Head of System and Service Development, and Stu Fleat, Head of Distribution, to explore the latest enhancements to Transact Online. They discuss the foundations of Transact’s in-house development team, who focus solely on Transact’s proprietary technology, and how it enables rapid, adviser-driven innovation. Plus, they share highlights from recent releases - including digitalisation of pension drawdown, bond application automation, and multi-factor authentication.
You’ll also hear how feedback from advisers directly shapes the development roadmap and get a sneak peek at upcoming improvements like trust applications online, bond withdrawals, and faster deposit matching.
Whether you're an existing user or just curious about how Transact is making financial planning easier, this episode is packed with insights.
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For more information visit our website at: https://www.transact-online.co.uk
For adviser use only.
This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.