"It is important to stay ahead in the digital revolution to support intermediaries like Key Solutions and their on-going success story. "
The national broker, based in the South West, will now offer 360 Lifecycle to its team of 54. Since selection, 360 Dot Net has worked with Key Solutions to rollout 360 Lifecycle and support them with training, data transfer and on-going support.
Key Solutions says workflow functionality, client engagement tools and simultaneous data access to administrators and advisers played a significant part in choosing a technology supplier.
Anna Pepler, managing director of Key Solutions Mortgages, commented: “It is important that we support our whole gang including our advisers with effective technology to drive and deliver our services. Greater capacity and efficiency was essential in our decision-making that has seen us expand our team by 22 last year. Most importantly, we continue to ensure that we’re making life easier and better for everyone that we work with.”
Carlos Thibaut, CEO of 360, added: “I am delighted Key Solutions Mortgages have chosen us as their technology provider. Reducing friction in the advice and fulfilment process is continuing to deliver tangible business benefits in terms of productivity and cost savings. However, it is our client engagement tools such as the Client Fact Find and Portal that continues to allow customers such as Key Solutions to differentiate themselves while staying ahead of the technology curve.
"It is important to stay ahead in the digital revolution to support intermediaries like Key Solutions and their on-going success story. Future-proofing our advisers is at the forefront of our thinking; we ensure that we are reacting to industry legislation and demands, whilst providing innovative technology for us and our intermediaries to remain ahead in the versatile industry that we operate in."
