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Financial services

Origo

One way in. A whole market connected.

Origo / In practice

An adviser needs information. Behind that request are different providers, different systems and different ways of working. Unipass Letter of Authority brings them into one place.

Our roleAn ongoing product partnership with Origo, spanning product direction, design and integrations for Unipass Letter of Authority.
AdviserUnipass Letter of AuthoritySubmit a request · Track progress
Configurable provider workflowsIntegrated provider systems
AdviserUnipassLetter of AuthorityProvider workflowProvider integrationProvider workflowOne place to requestTrack progress
One shared journey, with different ways for providers to connect. Illustrative service flow.

The shared journey

Simple for advisers. Flexible for providers.

We help shape the product, design the experience and connect provider systems. Advisers get one place to submit and follow their requests. Providers can configure their own processes and integrate at a pace that works for them.

Built around real processes

A common route, without a single rigid workflow.

Provider requirements do not all look the same. Self-service configuration and integrations make room for those differences while keeping the adviser journey coherent. Our work with Origo continues as the service and its adoption grow.

Growth in monthly requests
30×

Since our arrival in January 2025

Cumulative adviser requests
20,000+
Providers reachable
100+
15minutes

Scottish Widows

Towards a response in minutes.

Scottish Widows has made Unipass LoA its digital channel for Letters of Authority. Its published ambition is to reduce responses from an industry average of 15 days to 15 minutes for certain product types through further automation.

Keep exploring

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A starting point for a conversation

Say hello.

Tell us what you are trying to build and we will tell you straight whether we are the right people for it.

hello@gomacrae.com

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