Financial services firm Finance Family has migrated its team of over 20 brokers to the Acre intermediary platform.
Finance Family is undergoing a digital transformation strategy as part of its growth plans and said Acre would help it to deliver more efficiency and productivity to its client-facing and back office functions.
Acre worked with Finance Family management to deliver onboarding and training to brokers and informed them of how the system would help them onboard clients, manage cases and source products, as well as carry out reporting and compliance requirements.
The firm’s brokers have been using the Acre platform for their daily activities and switched from their old technology.
Kevin Smith, director and owner of Finance Family, said: “We are committed to providing first-class financial services to the local community, across the wider Midlands region, and the rest of the UK. Having the very latest mortgage CRM at our fingertips, thanks to Acre, means we are doing just that, as we are consistently able to ensure a great experience for all our customers.
“Acre also allows us to future-proof the way we run our business as we grow, delivering trusted, dependable financial advice quicker and positive outcomes to clients over the long term.”
Going digital
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Justus Brown, CEO and founder of Acre, added: “The Finance Family is embracing the benefit of Acre’s platform as they focus on their roadmap for future growth. We understand that digital transformation can be daunting for everyone – from management to the broker.
“However, as our work with Finance Family shows, if you work together to inform and educate everyone and be the helping hand, the journey can be smoother, and the benefits will appear quicker.”
Earlier this month, Acre announced it worked with property services firm Simplify to bring conveyancing updates to its CRM platform.
