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May 14, 2003 at 08:00 PM
NU Online News Service, May 14, 2003, 4:37 p.m. EDT – Independent Financial Marketing Group Inc., Purchase, N.Y., says it has set up its own, proprietary, Web-based system for entering orders for annuities, mutual funds and brokerage accounts.
The company, a unit of Sun Life Financial Services of Canada Inc., Toronto, is starting by using the StreamPoint system at its retail office in Denver.
The system automates document production, compliance and other back-office and front-office processes involved with selling insurance and investments, Independent Financial says.
Independent Financial, a major distributor of annuities and other products through financial institutions, plans to introduce the StreamPoint system at its client banks and other banks over the coming months, the company says.
