finova has announced a collaboration with StepChange Financial Solutions, a subsidiary of leading UK debt charity StepChange. The partnership will see StepChange Financial Solutions adopting finova’s CRM platform to enhance its customer service.
StepChange Financial Solutions, known for advising over-55s on equity release products, will leverage finova’s broker CRM to improve efficiency and fulfil compliance requirements.
The platform includes features such as automation of administrative tasks, secure storage of customer data, and the ability to build personalised reports.
The fully customisable nature of finova’s platform means that it can be easily integrated into existing systems, enabling users to begin enjoying its benefits without delay.
In 2020 and the first half of 2021, StepChange Financial Solutions received high commendation from its clients, with 98% stating that they would recommend the service.
Matthew Harrison, director of sales – broker channel at finova, said: “We are proud to be selected by StepChange Financial Solutions, which has set an industry standard for trustworthy and inclusive financial advice. In our new hybrid world, technology is indivisible from the advice conversation and advisers must have access to technology to continue providing the necessary level of service to their clients.”
He further emphasised the benefit of finova’s platform, explaining how it equips users with tools that free up time, allowing advisers to focus more on understanding clients’ unique financial situations.
Richard Lane, director of external affairs and operating subsidiaries at StepChange, added: “StepChange has always strived to increase efficiency and make the broker process easier – doing so allows us to really put the customer’s best interests at the forefront. We’re thrilled to announce the adoption of finova’s cutting-edge CRM platform, and we look forward to seeing the results we know it will deliver!”
