The Finance Family, a financial services company based in the Midlands, has transitioned its team of over 20 brokers to Acre’s platform as part of its growth strategy.
This move aligns with the company’s digital transformation goals, aiming to improve efficiency and productivity for both client-facing and back-office operations.
Acre worked closely with Finance Family management to provide customised onboarding and training for brokers.
This support helped brokers integrate the platform into their everyday tasks, facilitating a smooth transition from their old systems.
Kevin Smith, director and owner of Finance Family, 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, CEO and founder of Acre, said: “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.”
