Finance Family brings Acre onboard as it scales

The Finance Family, an award-winning financial services company in the Midlands, has migrated its team of more than 20 brokers to Acre’s innovative intermediary platform as the firm eyes up ambitious growth plans.

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The move is part of Finance Family’s digital transformation strategy and sees Acre’s end-to-end platform delivering greater efficiency and productivity to both its client-facing and back-office functions as it scales - empowering brokers with the right information to fuel a smoother customer experience.

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Getting the team ready to adopt new technology is critical when deciding to migrate from legacy, outdated systems. With this front of mind, Acre collaborated with Finance Family management to deliver bespoke onboarding and training to their brokers, informing them of how it can help them with everything from client onboarding, case management, sourcing, reporting and compliance. As a result, all brokers bought on to Acre’s platform have been using it in their day-to-day activities, allowing the firm to reap Acre’s benefits from the get-go and quickly make the switch from their old technology.

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Kevin Smith, Director and Owner 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.”

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Justus Brown, Acre’s CEO and founder, added;

“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.”

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