IE Hub provides both:
a) A consumer facing platform https://iehub.co.uk/ where consumers can provide their Income & Expenditure information at their own pace and share with multiple parties.
b) A Customer Relationship Management (CRM) system for companies where advisors can input or modify information provided by consumers. The CRM system can be used by the advisors if they are on phone with the consumer as well as if the consumer has provided information to them in an offline manner. The CRM system also has the following options:
i) Sense checking consumer data – this is done using a credit bureau such as Trans Union (formerly known as Callcredit) where we can flag information provided by consumers that is outside the tolerances with the information held by the credit bureau. When using this option, a bureau membership is needed and we will connect with your bureau using APIs.
ii) CRM only mode – this option provides the ability to record, view and modify information provided by consumers with no access to credit bureau data. This is useful for companies or public bodies that only want to have consumers self-serve and do not have credit bureau membership.
