Personal Touch has launched its new client referral technology, Virtual Introducer, which will provide its members with access to new customers from over 500 estate agents across the UK.
The technology is integrated with MoveIT, a home moving referral tool for estate agents designed by technology solutions provider Property Software Group (PSG). MoveIT allows estate agents to access providers of each service a customer will need when looking to move home from conveyancers and surveyors to utility switching.
It is now diversifying its portfolio further by integrating mortgage referrals within the technology, exclusive to Personal Touch members.
The Virtual Introducer initiative follows the successful launch of Virtual PA which identifies new opportunities within existing client bases.
Jane Cross (pictured), CEO of Personal Touch Financial Services, said: “We are delighted to bring this exclusive service to our advisers. Virtual Introducer is a revolutionary tool and will ensure our brokers have access to quality leads from home buyers across the UK. Furthermore, this initiative will enable as many customers as possible to get access to world-class personalised advice.
“The debate over robo-advice and the role technology plays in financial services continues. At Personal Touch we are determined to show how effective technology systems and initiatives can actually help advisers to maximise their business opportunities and offer a high quality and efficient service to their clients. Virtual Introducer is just one of many tools we provide to our members in order to do that.”
