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Stonebridge Group, the mortgage and insurance network, has today revealed a number of new and upcoming developments for its Revolution technology system.
Revolution is a business solution software system for use by both Stonebridge Group appointed representatives and any directly authorised firms. It has been developed to enhance all areas of a firm’s business from lead generation and sales progression through to business processing and customer retention.
Throughout 2014 Revolution underwent a number of system developments including improvements to its factfind functionality and a more intuitive Aims & Views, auto-generation of ‘standard’ quotes which are refined to client needs, an improved Demands & Needs generation process and report, and an automated procuration fee-claiming function.
It also made enhancements to the system in line with the FCA’s Mortgage Market Review requirements, introduced a library rebuild of all Revolution information and documentation, and a new online client questionnaire which imports directly into the factfind.
Stonebridge have now announced a range of new features it will be adding to Revolution throughout 2015. These include:
- Enhanced compliance development – with the first phase to launch in Q2.
- An improved mortgage record of suitability.
- Integration for multi-benefit protection plans.
- Online help functionality built in with user training videos and manuals.
- A revamp of the client and introducer sites with more functionality added.
- Integration for conveyancing and wills referrals.
- A postcode search facility.
- The launch of a brand new marketing toolkit.
In addition to this Stonebridge has committed to support its members and advisers using Revolution with the recruitment of a new additional software developer to increase the system’s rate of development. It has also recruited a new Business Training Consultant, Lee Brown, who assists with training and support for system users.
Julie Murray, Technology Director of Revolution, commented:
“Having rolled Revolution out across the whole of the market, we have seen a growing interest in the system from DA firms, and much more focused and demanding AR users. This has meant that we are concentrating significant investment and resources into developing Revolution in order that it can meet the needs of the advisory community and that it remains market-leading.
“To that end, throughout 2014 we added considerable functionality based on user feedback and we will be doing more of the same in 2015, albeit on a larger scale. In order to meet the needs of the system’s development we are recruiting quality people who will develop the software and help users get the most out of the existing and new features.
“There is no doubt in our minds that Revolution can play a vital role in the way advisers develop and expand their business and, those that use it to its maximum potential, are certainly reaping the rewards. We would be delighted to speak to any firm who is looking for a system that gives them their time back and acts as a considerable income generator. In this marketplace not all systems are the same and we believe Revolution can prove this in spades.”
