eKeeper launches new CRM and partners with building society

eKeeper has launched a new customer relationship management (CRM) system for lenders, named Intermediary Manager.

The fintech firm revealed its new system can also be used by other product providers, such as savings providers, pensions and wealth providers, as well as insurers.

eKeeper has also announced The Cambridge Building Society as the first subscriber to the system. The software provider indicated that Intermediary Manager will structure how the society’s business development team manages its relationships with intermediary partners.

The system is to assist with all intermediary activity by securely storing and managing information related to its adviser population, while also seamlessly integrating business intelligence (BI) data from The Cambridge’s mortgage origination platform.

“We have worked with The Cambridge for some time to launch our newest product and can now roll it out across the market both to lenders and other product providers,” eKeeper commercial director, David Bennett, commented.

“Following a number of conversations over the past 18 months, we were surprised about the lack of CRM provision in the lender space, needed to handle their intermediary relationships. As we have an extensive range of innovative CRM software and an intimate knowledge of the mortgage and protection sectors, adapting our core system, has allowed us to deliver a tailored relationship system to support The Cambridge’s ongoing growth.”

Having developed its core CRM product, eKeeper said the features available to lenders and other providers include full and configurable workflow management for onboarding firms and advisers, a document management suite to control the production of documents – such as pro forma letters, requests, notification of receipt of key documents – as well as automation to ensure appropriate actions are both executed and recorded.

Intermediary manager at The Cambridge, Kathy Bowes, added: “The system will provide a holistic view of our intermediary partners and enable my team to have a better understanding of the types of business they tend to work on. The insight gained will enable us to have more meaningful conversations with our intermediaries and allow us to better support their needs.”

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