Financial Mis-Selling

The hands off solution for handling mis-selling claims to settlement.

Build a larger book.

Build a larger book.

Your solution to scaling and managing clients for your group actions.

Feature

Management

Simplify your workload and optimize your team's performance with our comprehensive management tools.

Transfer data in and out of Claims Gate with ease

Generate powerful onboarding reports

Advertising platform integrations

Optimise onboarding conversions

Eliminate admin with a self-service client portal

Give clients access to all their cases, in one place

Feature

Portal

Ability for your clients to access your portal anytime, anywhere.

Remind your clients of incomplete tasks

Track every client interaction for compliance

Broadcast messages to all of your clients

Feature

Communications

Enhance user experience and keep clients connected with our reliable communication tools.

Feature

Management

Simplify your workload and optimize your team's performance with our comprehensive management tools.

Transfer data in and out of Claims Gate with ease

Generate powerful onboarding reports

Advertising platform integrations

Optimise onboarding conversions

Eliminate admin with a self-service client portal

Give clients access to all their cases, in one place

Feature

Portal

Ability for your clients to access your portal anytime, anywhere.

Feature

Communications

Enhance user experience and keep clients connected with our reliable communication tools.

Remind your clients of incomplete tasks

Track every client interaction for compliance

Broadcast messages to all of your clients

Agreements Signed

Remove friction from the onboarding process.

KYC / AML Completed

Automate compliance through process creation.

Manage to Settlement

Keep your clients up to date with our client management tools

Secure Client Data

Client data secured to the highest standards while readily accessible.

Recent Financial Mis-Selling news

Build a larger book.

Your solution to scaling and managing clients for your group actions.

Feature

Management

Simplify your workload and optimize your team's performance with our comprehensive management tools.

Transfer data in and out of Claims Gate with ease

Generate powerful onboarding reports

Advertising platform integrations

Optimise onboarding conversions

Eliminate admin with a self-service client portal

Give clients access to all their cases, in one place

Feature

Portal

Ability for your clients to access your portal anytime, anywhere.

Remind your clients of incomplete tasks

Track every client interaction for compliance

Broadcast messages to all of your clients

Feature

Communications

Enhance user experience and keep clients connected with our reliable communication tools.

Financial Mis-Selling

The hands off solution for handling mis-selling claims to settlement.

Supercharge your Client Onboarding

Join the law firms automating their customer experience.

Supercharge your Client Onboarding

Join the law firms automating their customer experience.

Supercharge your Client Onboarding

Join the law firms automating their customer experience.

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