As part of our exciting Mercury Insider Program, you can now try out the all-new Client Centre before we officially launch it. Learn about Mercury Insider Program here.

The upgraded Client Centre has a completely new look and feel, and delivers the best user experience in the market. Straightforward, intuitive, and easy to use – you won’t find any industry jargon here!

Key features include:

• Summary home screen so clients can track their progress and complete each section in their preferred order.
• An engaging customer journey – asking for bite-sized pieces of information in a simple way that makes sense.
• New easy to follow Doc Centre user experience. Plus, you can set the order of the document requests.

Learn more

How does Mercury Insider work?

Mercury Insider allows you to switch on new features, such as the Client Centre, whenever suits you and your business! You will also have the ability to switch between the new and old Client Centre on an opportunity-by-opportunity basis. Learn more here.

Do I need to learn how to use the new Client Centre?

No, you can continue to set up the Client Centre in Mercury Nexus the same way, just your clients' user experience has changed. We recommend watching this short user experience video, so you know what your client will receive.

If you have any questions, please reach out to your Broker Support Manager or the Mercury Helpdesk.