How new IG Wealth partnership aims to 'help clients sleep at night'
“Like so many organizations, we had a lot of legacy systems where it wasn’t simple to do a mortgage,” Riley says. “We came to the conclusion that this partnership and strategic agreement would create a best-in-class, modern mortgage experience.”
Through the partnership with nesto, IG expects to realize enhanced efficiencies and profitability. More importantly, she says it can help alleviate the stress associated with mortgage applications.
“They say ‘home is where the heart is’ for a reason,” Riley says. “It’s a very emotional time … making sure that you’re getting approved for the mortgage in a timely manner, [especially when] there’s multiple bids on a home that you’re buying.”
Next February, IG Wealth and nesto will begin offering their newly integrated mortgage services on nesto Mortgage Cloud solution. According to Riley, those mortgage capabilities will also be woven into IG’s financial planning software and integrated into its CRM platform, elevating their advisors’ ability to serve clients’ needs.
“We always hear about clients that come to advisors to say, ‘It’s February. I have $10,000. should I put it into my RSP? Or should I apply it onto my mortgage?’” Riley says. “We talk so much about holistic planning, but to me, you cannot have a true holistic plan without talking about mortgages.”
