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Atelier partners with HubSpot over customer experience

by BestAdvice
13 July 2023
Atelier partners with HubSpot over customer experience
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Development lender Atelier has teamed up with the global software provider HubSpot to create a new customer experience platform.

The platform pulls together information about property developers’ preferences, portfolios and previous borrowing, enabling Atelier to build up a precise picture of their finance requirements and priorities.

The platform is powered by HubSpot and was customised for Atelier by the digital designers Inbound Fintech. Atelier’s investment in the platform comes after it refined its application process to improve the borrower experience and increase efficiency.

Last year Atelier reimagined the loan application experience for property developers – making it more personalised and cutting the number of questions applicants must answer by an average of 76%.

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Simon Dawson, head of technology at Atelier, said: “Our new customer experience platform enables us to understand and serve our customers better. The insights it brings will improve the way we engage both with our borrowers and our network of intermediaries, supporting the personal relationships that we value so highly.

“This is another strategic investment in tech that we’re making for the long term. It gives us the ability to optimise every customer’s experience of working with Atelier and deliver finance solutions that are precisely tailored to their needs.

“In the current market, developers seeking finance need speed and certainty above all – and the combination of this new platform with our streamlined application process will provide both, throughout the entirety of the loan lifecyle.”

Alex Jerenic, HubSpot specialist at Inbound Fintech, added: “The platform has been carefully configured to optimise the way Atelier engages with all its customers, and to strengthen its relationships with both borrowers and brokers.

“The platform has been developed with a focus on the careful management of information and data. By providing detailed insight on each customer, it enables the Atelier team to offer every borrower a seamless, personalised journey.”

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