Stonebridge

JA slide show

Revolution is an all encompassing and complete business solution for the financial services industry.

This innovative software system has been developed to enhance all areas of your business from lead generation and sales progression through to business processing and customer retention.

Key features of the system

  • Business processing
  • Extensive CRM functionality
  • Lead generation management and progression
  • Comprehensive management reporting
  • Commission and fee tracking
  • Client website with access via personalised PIN
  • Interactive website for advisors
  • Arrears tracking and reporting
  • Compliance supervision and monitoring
  • Dedicated website for introducers
  • Date/time stamped audit trails
  • Full online and telephone based support
  • Document management
  • Automatic letter/email generation
  • Tiered access levels providing security for business sensitive information

Revolution is designed to sit at the hub of your business, providing you with the opportunity to manage the day to day running of your organisation in the most effective way. All aspects of the business can utilise the same valuable data thereby significantly increasing productivity and efficiency. Powerful management reporting gives you the means to analyse trends and improve and develop where necessary to maximise the quality and profitability of the business.