The site can be totally re-branded by Mortgage Brokers and IFAs to match their own corporate brand, or to enable them to create a new brand identity for their business. This was the route chosen by Charwin Private Clients, the first company to take up the new site, which they chose to brand as ‘Brit Money’.
Ranald Mitchell, Managing Director of Charwin Private Clients, explained:
“We wanted to create a means of positioning our business and our brand at the centre of our client’s financial universe and to find a way to drive incremental revenue from products that we know they already have, such as credit cards and home insurance. However, we simply didn’t have the time, the knowledge or the know-how to achieve this alone.”
Mitchell continued:
“We were delighted to discover that Mortgage27 and QDOS had already designed and built a website that enabled us to achieve these aims. They helped us come up with the branding and customised the site to suit our needs. They even manage the commercial relationships with providers of other financial products, and host the site for us so we don’t need to worry about the technical aspects of running a complex website. We couldn’t be happier with the response from our existing clients to this new service and our enhanced ability to deliver and monetise a more rounded customer service”.
James Tucker, Managing Director of Mortgage27, commented:
“We know that brokers understand the importance of a strong online presence, but that few have the time or resource to build one from scratch. Customising this website to match their own brand enables brokers to deliver a professionally designed online solution to their clients that is engaging, and re-enforces the key messages of that business. It also enables brokers to earn incremental revenue from the sale of other financial products to new and existing clients that they would normally see nothing of.”
