Albany Group

Conect Platform for third party membership self-service and audit

Conect is a platform built for Albany Group which provides a number of household names within the insurance and financial services sector with the ability to manage third party member companies effortlessly. Administrators are easily able to manage the professional, contractual and performance information of all third parties' members with which they interact. Members, in turn, are able to leverage the self-service aspects of Conect reducing the internal administrative burden. .

Key Deliverables

Global Platform

Centralised control and governance of all third parties members

Portal Access

External third party member access

KPI Tracking

Integrated performance scorecards

Umbraco CMS

Customised back office CMS system

Third Party Member Portal Access

Third party members can log in to their own profile page, allowing direct input of management information, KPIs, contact details, conduct and training records and more with ease. The ability of members to self serve, and maintain their own profiles, frees up the client company to focus on managing the performance of their third party members.

Interactive Member Map

The platform provides the ability for users to locate third party members by location via an interactive map. Filters and search facilities ensures that the results are always applicable. The map responds to search requests in real time providing a clear and graphical method of locating the right record. These features are only made available to Conect users, by defining multiple levels of access third party members are never exposed to secured areas of the system. The management of third party members is achieved via an intuitive back office system that is tightly coupled to a configurable workflow.

Member Performance Tracking

Conect enables self service portal access to third party members delivering major administrative and efficiency benefits to the client company. Furthermore, the ability to ensure that third party members are working to contractual targets and agreed SLAs makes governance and oversight effortless. Conect provides administrators with the ability to configure service level agreements and performance targets enabling external users to report on their quarterly and annual performance via the secure portal. 

Integrated FCA Compliant Audits

Demonstrating compliance and managing annual audits does not need to be hard work. Conect seamlessly interacts with your business, making governance and oversight of third party members effortless. Administrators can manage internal and external auditors alongside a fully featured workflow that manages everything from budgets to the actual audit process itself.

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