Hoowla Case Management Software has integrated Armalytix.
Source of Funds and Source of Wealth checks within your existing Hoowla workflows.
Hoowla now offers Armalytix integration, reducing the time it takes your client to get evidence and answers back to you.
Firstly, who is Armalytix?
Armalytix is a data intelligence firm that allows clients to safely share Open Banking and other data to deliver financial insights to legal firms, helping you conduct faster and more effective Source of Funds and Wealth checks.
Armalytix gives you the following:
- Upfront financial fact finds
- Market-leading analysis
- Legal Eye endorsed questionnaires
How does Armalytix work with Hoowla?
If you’ve already got an account with Armalytix, head into the “Setup” area of your Hoowla account, click the Armalytix logo and fill in the details required. If you need help, we’re here! Contact us, and we’ll get you connected in no time.
When you’re ready to request an Armalytix search, open your clients’ case file and click the ‘Receive Instruction’ button in your workflow chart. You’ll see the Armalytix button at the top of the screen; click here to initiate your request.
Once sent, your client will receive a request email with a call-to-action button. Upon their completion and within minutes, Armalytix will send you their financial information in an easy-to- read format.
Hoowla’s new integration with Armalytix saves you time and money. It removes the need to leave the Hoowla dashboard and eliminates unnecessary copy and pasting of links and information. Fully branded emails give security and confidence to your clients that they won’t be handing over sensitive information to an unknown party. All information and emails are safely stored in your Hoowla account.
Hoowla and Armalytix integration is already showing client benefits.
Louise, Head of Operations at LPL Solicitors, said:
“The integration between Hoowla and Armalytix has been key in improving our client journey, making the collection of source of funds evidence simpler and more efficient. For our team, it delivers significant time savings, presenting results and analysis in a uniform format which is easy to read and consider.”
If you’re new to Hoowla Case Management Software and believe your law firm would benefit from streamlined and efficient processes, contact the Hoowla team today. Hoowla is easy to implement and quick to achieve noticeable results within your business practices.
This article was submitted to be published by Hoowla as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.
