In Partnership published an article exploring what a CRM system needs to deliver for a mortgage advice business, how to evaluate options, and why consistent use matters.
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Some mortgage advisers feel their CRM genuinely supports how they work. Others feel they’re constantly working around it rather than with it. In our latest article, we e…
Company
In Partnership
One of the UK's leading financial advice networks
- Industry
- Financial Services
- Location
- Horsham, GB
- Company size
- 51–200 employees
About In Partnership
In Partnership is a fast-growing network of over 500 investment, mortgage and protection advisers who share a common aim: delivering high quality advice to their clients. Our community of advisers enjoy the benefits of an easy to follow yet rigorous compliance programme, free training and support, and the financial stability of a network backed by Russell Investments, one of the world’s leading investment companies. On-Line Partnership Group Limited (reg no.03936920) and its subsidiaries, The On-Line Partnership Limited (reg. no 03926063) and The Whitechurch Network Limited (reg. no.03663042) trade collectively as In Partnership. All three companies are registered in England & Wales. The On-Line Partnership Limited and The Whitechurch Network Limited are authorised and regulated by the Financial Conduct Authority.
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Latest activity from In Partnership
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Research & Knowledge
In Partnership published an article examining where compliance risk actually comes from, how to identify it in a business, and what maintaining consistent standards involves in practice.
Research & Knowledge
In Partnership published a new blog article titled How Do Mortgage Advisers Choose the Right CRM System for Their Business covering key questions about CRM systems, practical differences, evaluation methods, and CRM considerations.
Research & Knowledge
In Partnership published an article examining what a CRM system needs to do for a mortgage advice business, how to evaluate options, and why consistent use matters.
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