Finova Broker, part of Finova, the cloud-based mortgage and savings provider, has announced the launch of its CRM platform to RSC New Homes, the nationwide new-build mortgage adviser business.
With over 25 mortgage advisers specialising in providing tailored advice to customers, RSC’s integration of finova’s Broker CRM aims to enhance efficiency and bolster business growth.
Data migration was key to RSC in selection of the finova Broker CRM to merge two of its legacy systems into one centralised finova Broker CRM.
With a workforce that is widely dispersed throughout the UK, RSC will benefit from a consolidated view of data in a single CRM platform, removing the need to switch between multiple systems, saving both time and resources.
In addition, RSC will benefit from finova Broker CRM’s automation functionality, to reduce its administrative effort for everyday tasks and increase the efficiency of business operations.
Finova Broker director of sales Matt Harrison commented: “Providing a core competency to migrate RSC away from two legacy competitor systems along with a CRM product that allowed RSC to achieve the strategic goals and aims was crucial. RSC laid down a number of challenges in terms of their direction, desire to automate and generating better overall service and outcomes for their customers. I’m glad we succeeded and look forward to a long-lasting partnership with RSC.”
