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ZeroKey to build web-extension to eliminate manual data entry

11/03/24 · Download press release (.pdf)

Newport, Wales – 11 March 2024 – As part of their mission to integrate technology and eliminate the need for financial advisers to manually key data, new industry start-up ZeroKey today revealed plans to build an innovative web-extension. 

A web-extension is a piece of software that typically serves a single purpose and can be added to web-browsers, enabling you to tailor the functionality of your chosen web-browser to meet your needs. 

In this case, the purpose of the ZeroKey web-extension is to help financial advisers eliminate manual data entry by allowing easy access to their clients’ data and the ability to move it from one technology provider to another on demand. 

Joseph Williams, co-founder of ZeroKey, said: “Manually keying data into several different systems has been a major industry pain point for way too long. Our web-extension will try to address this by placing client data at the fingertips of financial advisers, so they can quickly move it from A to B without any manual data entry. It really will revolutionise day-to-day tasks.”

The company explained that by integrating with and selecting a ‘data source’ such as intelliflo, financial advisers will be able to view their clients’ data from within the ZeroKey web-extension. This data can then easily be moved into another technology provider.

Joseph added: “ZeroKey and our web-extension will not be storing any client data. Instead, we will simply present what is stored within other technology providers and provide the option for the data to be moved from A to B without the need to manually key. It’s our opinion that financial advisers should have easy access and complete control over their clients’ data, and be able to move it freely to where they want to.”

ZeroKey is the result of former CashCalc employees reuniting to solve the integration issue, and is being led by Joseph Williams along with Chartered Financial Planners, Matt Wiltshire and Aled Phillips.

It is expected to launch in the UK during 2024 but is inviting anyone who wishes to find out more to register their interest today. More information about the team behind ZeroKey can also be found on the company’s website (www.zerokey.tech).

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Money Marketing | Fintech start-up ZeroKey unveils plans to build web extension to aid integration