Use of the software has helped fool.co.uk start up its mortgage business more rapidly than previously anticipated.
The system has provided an integrated channel solution for the advised sale of mortgage and insurance products through the fool.co.uk sales team with leads coming from its site.
fool.co.uk will join over 7,000 users of the leading Momentum software, which has already been successfully integrated with a range of mortgage and insurance partners including Halifax, Bank of Scotland, L&G, Paymentshield and Assurant.
The key features of the implementation:
· Strong integrations with 3rd party partners and application processing functionality, ensuring accuracy and efficiency throughout the advised sales process
· Automatically built in compliance rules, flagging issues to the adviser to reduce risk of compliance breaches
· Integrated strategic CRM and fact finding capability
· Integrated POS and back office functionality
Paul Warburton, senior product manager at fool.co.uk said “We wanted one integrated solution that would cover our CRM, point of sale, compliance and back office needs. After an extensive evaluation of a number of providers, we selected Crystal because of their ability to adapt to our needs and to supply and implement a custom solution within two months, which was crucial to our business”
Patrick Shuker, director at Crystal, said: “fool.co.uk is a fantastic client for us to win and will help us strengthen our functionality in website led call centre environments which is a growth area of our marketplace. It’s great to hear a success story in a difficult marketplace and it has been a great pleasure to work with such an innovative, entrepreneurial company like fool.co.uk.”
