Service initiative launched by Intelligent Finance

The Adviser Business Centre (ABC) is currently being rolled out across the UK with all advisers having access to the new service before the end of the year.

Intelligent Finance Sales & Marketing Director, Ian Jeffery said: “From the outset we recognised the importance of Advisers in the selling of financial services and made this a core focus of our strategy. We have been extremely successful with, in the first 18 months of trading, around 76% of the bank’s £9.6 billion in mortgage business being placed by Advisers. However, we feel it is important not to become too complacent and, as a result, the new ABC initiative has been developed..”

The new service initiative involves combining the contact centre and admin functions for Professional Advisers into a one-stop shop so that one call will deal with all issues the Adviser may have. Moreover, Advisers who are regular supporters of the bank will be given a dedicated area team within Intelligent Finance. By having a specific team dedicated to a geographic area, Intelligent Finance aims for its’ call handlers to be more knowledgeable about the marketplace in which the Adviser operates. Smaller area-specific teams means that Advisers will be able to build one-to-one relationships with Intelligent Finance staff dealing with their business.

Ian added: “The ABC concept has been developed very carefully following indepth discussions with Advisers who place business with the bank and with input from across the bank. The pilots of the ABC have been very well received and we are very excited at the prospect of having the new ABC fully available by the end of the year. ”

Intelligent Finance pays commission on all its products sold by Advisers and has provided trail commission on mortgages and savings account sold by Advisers since the bank launched in November 2000.