Midlands-based The Finance Family has migrated its team of over 20 brokers to Acre’s intermediary platform.
The financial services company in the Midlands has major growth plans and the move to Acre is part of Finance Family’s digital transformation strategy.
Acre’s end-to-end platform is expected to deliver greater efficiency and productivity to both its client-facing and back-office functions as it The Finance Family scales.
Acre collaborated with Finance Family management to deliver bespoke onboarding and training to their brokers, informing them of how it can help them with client onboarding, case management, sourcing, reporting and compliance.
Kevin Smith, The Finance Family’s director and owner, said: “We are committed to providing first-class financial services to the local community, across the wider Midlands region, and the rest of the UK. Having the very latest mortgage CRM at our fingertips, thanks to Acre, means we are doing just that, as we are consistently able to ensure a great experience for all our customers.
“Acre also allows us to future-proof the way we run our business as we grow, delivering trusted, dependable financial advice quicker and positive outcomes to clients over the long-term.”
Justus Brown, Acre’s CEO and founder, added: “The Finance Family is embracing the benefit of Acre’s platform as they focus on their roadmap for future growth. We understand that digital transformation can be daunting for everyone – from management to the broker.
“However, as our work with Finance Family shows, if you work together to inform and educate everyone and be the helping hand, the journey can be smoother, and the benefits will appear quicker.”
