London-based mortgage broker Alexander Hall has signed a 5-year deal with 360 Dotnet to use 360 Lifecycle, its client management system with integrated sourcing.
The software procider has developed a fact find and portal to fit Alexander Hall’s requirements.
Carlos Thibaut, chief executive of 360 Dot Net, said: “We are delighted to be working with Alexander Hall.
“As a technology provider, it is our responsibility to align our software proposition to the requirements of our users while being mindful of up and coming legislation such as GDPR and MiFID2.”
Dom Scott, director of Alexander Hall, said: “Adopting a new sourcing and back-office CRM where we can tailor business critical portions to our requirements was a compelling proposition and one that will translate directly to the quality of service we offer.
“Finally, the option to explore the client engagement features of the system has the potential to significantly save time for the both client and adviser while continuing to reinforce the Alexander Hall brand and our standing as forward thinking and digitally enabled organisation.”
He added: “Alexander Hall hold a pre-eminent place amongst London based brokerages that is reflected in their keenness to ensure they select and deploy a best-of-breed solution.
“With changes to our core functionality, proactively reacting to legislative changes and new integrated functionality, we strive to develop a software solution that future proofs existing and future advisers while delivering tangible value to each business.”