Personal Touch has unveiled a new system designed to help its members boost productivity and efficiency.
The Business Development Suite system has been developed using feedback from members on what tools and features they would most like access to.
Members will get access to marketing support, including social media guidance, sales tools and a range of training resources. They’ll also have a variety of client-facing templates to make keeping in touch with client easier.
The Business Development Suite consists of four key sections. The Marketing Toolkit giving members access to a suite of templates for posters, flyers, social media and websites. There’s also information about press relations and financial promotions.
Secondly, Sales Support, featuring templates to support members with business strategy, information about how members can set up new lead generation channels.
Training and Development resources are available to enhance their knowledge including workshops, webinars, tutorials, sales advice and face-to-face consultations as well as recruitment services to support them in recruiting new advisers and expanding.
Finally, the Product Corner features the latest information for providers and lenders for mortgages, protection, general insurance and wealth products, as well as support in providing quality holistic advice.
Jane Cross (pictured), chief executive of Personal Touch, said: “Our key focus has always been to help our brokers achieve the very best from their businesses and this year we are developing revolutionary technology systems to take that to the next level.
“The Business Development Suite will provide members with the ultimate toolkit; everything they need to help them to enhance, grow and develop their businesses in 2017, whilst continuing to provide good consumer outcomes.”