Sesame has announced the launch of OneView, a new proprietary platform that will transform the adviser experience by bringing key capabilities onto one system.
OneView is a new web-based platform that brings together key tools, information and processes for advisers within Sesame’s network in one place, helping to reduce duplication, improve visibility and boost productivity.
For the first time, advisers will be able to access key capabilities on one system, saving them time from logging into multiple systems or submitting marketing materials for network approval via email.
OneView will initially offer four core features designed to deliver immediate value: commission statements; advertising and financial promotions; firm directory; and an industry news feed providing market movements and sector insights in one place.
Advisers can access it on mobile, tablet or laptop, ensuring visibility wherever they are. Until now, advisers have only been able to access certain tools via a desktop or laptop, which has not reflected the way many firms run their businesses. The ability to carry out key tasks and check the status of commission statements and advertising and financial promotions while on the go was consistently requested by advisers and was a non-negotiable requirement when developing OneView.
OneView has been developed by Sesame Bankhall Group as a proprietary adviser compliance and engagement tool and has been shaped with adviser input from the outset and will continue to evolve based on ongoing feedback.
The launch marks a major milestone in Sesame’s technology and data transformation, reinforcing its commitment to supporting advisers as a Proactive Partner for Life.
Announcing the launch at Sesame’s annual conference in Birmingham, Chief Technology Officer Shane Wright said: “OneView gives advisers a single place to see what matters most –what’s been submitted, what’s pending, what’s approved or rejected, and what needs action next.
“It means they no longer need to switch between systems, or hunt around in their inbox for information. It’s about giving advisers time back. Time back to focus on clients. Time back to have better conversations.”
The launch of OneView is the first step in a broader transformation programme. Over the coming months, key oversight and compliance functions will be added into OneView. Advisers will not need to move or re‑enter data, new capabilities will simply appear as they go live.
Toni Smith, Director of Sesame, said: “This is an exciting moment for the Sesame network. As a Proactive Partner for Life, Sesame’s goal is to give our firms the tools to start, run, grow and exit their business with confidence. OneView will transform the adviser experience, helping them to be more focused, more efficient, and more productive, ultimately delivering a better service for their clients.”
