Bankhall and PMS Mortgage Club, both part of Sesame Bankhall Group (SBG), have launched a series of enhancements to their advisory platform through their ongoing collaboration with Acre.
The latest updates are designed to help Directly Authorised (DA) firms boost efficiency, improve compliance with Consumer Duty regulations and ultimately deliver better customer outcomes.
At the heart of the new offering are advanced Consumer Duty Dashboards, which allow advisers instant access to real-time compliance and business performance data. Developed by Acre and supported by Bankhall’s regulatory expertise, the dashboards offer live tracking and analysis of key metrics such as amended standard fee cases, lender and insurer concentration, and the service levels delivered to vulnerable clients.
Crucially, advisers can now filter results by specific Consumer Duty outcomes – including Products and Services, Price and Value, Consumer Understanding and Consumer Support – helping them make informed, data-driven decisions while fulfilling their regulatory obligations.
A further wave of features is expected in the second quarter of 2025. This includes a revamped Consumer Duty Survey to provide deeper insights into compliance performance. In addition, members of Bankhall and PMS will have exclusive access to new data export functionality within the Retail Mediation Activities Return (RMAR) Reporting Tool. This will enable advisers to extract key data from Acre’s platform in a format tailored for regulatory submission.
The suite of upgrades also includes a new version of the Health Fact Find, which has been overhauled to improve the accuracy of client data, reduce time wasted on unsuitable product searches and improve the quality of advice. Enhancements to the protection journey have also been introduced, streamlining the process of building protection cases and encouraging more effective protection conversations during mortgage appointments.
Claire Cherrington, DA distribution director at Sesame Bankhall Group, said: “We want to be a proactive partner for life for our Directly Authorised advisers, giving them the tools, tech and support they need to thrive, whether they’re starting out, scaling up or planning their exit.
“These enhancements help advisers to deliver outstanding client service, stay compliant and run their businesses safely. We’ll keep innovating with partners such as Acre to give advisers the edge in a competitive market.”
Justus Brown, chief executive and founder of Acre, added: “Evolving regulation and fast-moving mortgage conditions are driving advisors, their firms and networks to change how they do business. Joining forces with PMS and Bankhall means we can combine superior industry knowledge and experience with the best technology innovation, helping accelerate this change.
“We have always believed that technology should drive compliance by design, by building on industry expertise – and continuing our long-standing collaboration with Sesame Bankhall Group is a great example of how this innovative approach improves brokers’ bottom line.”
