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Stonebridge’s Revolution system sees surge in financial promotion activity

27 May 2015

Stonebridge Group, the mortgage and insurance network, has today (27th May 2015) revealed a surge in financial promotion activity from users of its Revolution Touchpoint marketing tool, part of the Revolution technology system.

Revolution Touchpoint launched in April and allows users to generate their own marketing material to send out to new and existing clients, using pre-approved marketing templates.

Since launch Revolution has approved a growing number of financial promotions from Touchpoint users covering a variety of topics. The most popular promotions have covered the following products and services: Standard mortgages (30%); Help to Buy (20%); Remortgage (18%); Buy-to-let and General Insurance (both 12%); and Protection (10%).

By using the marketing templates on Touchpoint users can generate advertising, flyers or email e-shots choosing their own colourways, images and formats. The firm’s logos, contact details and fee statements are automatically generated keeping the work involved down to a minimum.

Three-quarters of the promotions generated so far have been for printing material while a quarter were for email distribution.  The range of material developed has included office posters, leaflets, posters for estate agent introducers, new-build launch leaflets, client e-shots, website downloads, and specific promotions for use on social media.

Stonebridge and Revolution also offer a bespoke marketing design service for all system users for those firms who want something specific or unique.

Revolution is a business solution software system for use by both Stonebridge Group appointed representatives (AR) and any directly authorised (DA) firm. It has been developed to enhance all areas of a firm’s business activity from lead generation and sales progression through to business processing and customer retention.

Julie Murray, Technology Director of Revolution, commented:

“We have been very pleased with the user take-up of Revolution Touchpoint since launch and it is particularly gratifying to see advisory firms using this marketing toolkit in order to generate distinctive and business-specific promotions. The areas covered in the promotions are wide and varied, and users are utilising the system in order to educate, inform and market their services in order to generate Help to Buy, buy-to-let and remortgage business, as well as develop leads for GI and protection. User feedback has focused on the ease of use and our ability to approve promotions in a very short space of time because of the way the system has been designed. We would urge existing and interested advisers to make use of Revolution Touchpoint as it has the ability to help them generate high-quality promotions which should ultimately drive an increasing amount of business to them.”

Daniel Meadows, Mortgage & Protection Director at Summit Financial Solutions and user of Touchpoint, said:

“Touchpoint is simple to use and gives me the ability to produce high-quality, compliant marketing material in a matter of minutes. The end product is bespoke to my business and I am proud of the corporate image it presents to my clients.”

Michelle Lawson, Mortgage Adviser & Director of Lawson Financial Ltd, added:

“I found the system incredibly easy to use and have been impressed by the choice of images and colour schemes available which enables me to personalise promotions to compliment my brand. I recently received short notice of a launch event from a new build introducer and was able to produce bespoke marketing material within 48 hours to use at the event which would have been impossible in the past. A fantastic system all round.”

To find out more about the Stonebridge Group or if brokers are interested in joining call 01268 644160 or for further information visit www.stonebridgegroup.co.uk