Cloud-based mortgage and savings software provider, finova, has announced that its CRM platform will be adopted by StepChange Financial Solutions.

A subsidiary of debt charity StepChange, the company provides no obligation advice for UK borrowers and advises over-55s on equity release products that are best suited to their individual needs.

finova supports over 60 lenders, 3,000 mortgage brokers and 200 financial institutions, and is the UK’s largest cloud-based mortgages and savings software provider.

Through the new relationship, StepChange Financial Solutions advisers can now leverage technology to help them deliver a better service to their clients. finova’s broker CRM platform allows advisers to easily perform a range of functions to improve efficiency and fulfil compliance requirements, including automating administrative tasks, capturing and securely storing customer data, and building personalised reports.

The platform is also fully customisable, meaning users can integrate the software into their existing systems.

Director of sales – broker channel at finova, Matthew Harrison, commented: “We are proud to be selected by StepChange Financial Solutions, which has set an industry standard for trustworthy and inclusive financial advice.

“In our new hybrid world, technology is indivisible from the advice conversation and advisers must have access to technology to continue providing the necessary level of service to their clients. Our fully customisable broker CRM does just that, equipping users with the tools to improve their day-to-day role, which ultimately leads to a better service for the end-client by freeing up time for the adviser to focus on talking to their client and understanding their unique financial situation.

“We look forward to supporting StepChange Financial Solutions’ invaluable work through our technological offering.”

Director of external affairs and operating subsidiaries at StepChange, Richard Lane, added: “StepChange has always strived to increase efficiency and make the broker process easier – doing so allows us to really put the customer’s best interests at the forefront which is always our priority.

“This is something we very much align with finova on, and we’re thrilled to announce the adoption of its cutting-edge CRM platform. As a result of finova’s strong track record in delivering great results for its clients, selecting its CRM platform was an easy choice. We look forward to seeing the results we know it will deliver.”

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