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Positive Solutions Adopts Trigoldcrystal’s
10/05/2011
Printable version
Printable version
Positive Solutions has joined up with TrigoldCrystal to offer its ‘Your Site Sourcing’ to all Positive Solutions Partners. Your Site Sourcing allows an IFA’s clients to search for the best mortgage deals directly on the intermediary’s website. In so doing it bypasses the direct-to-consumer price comparison sites, creating mortgage leads for the IFA.
The ‘Your Site Sourcing’ website plug-in is one of a new breed of tools and calculators which, thanks to new web technologies, can be easily added to any website in minutes. Sourcing is run against TrigoldCrystal’s product database, one of the largest and most comprehensive of its kind.
Paul Rignall, Mortgage Manager of Positive Solutions said:
“Our trials of ‘Your Site Sourcing’ with a number of Partners were extremely positive, creating an increase in leads for mortgage enquiries, particularly from Partners with professional introducer connections. It was simple to add a link onto the introducer websites directing their clients to ‘Your Site Sourcing’ via the Partner website. This greater functionality means better client engagement and for this reason we are rolling out ‘Your Site Sourcing’ to all our Partners”.
Assessing the need for intermediaries to adopt technologies like this David Thompson, Sales Director of TrigoldCrystal, said:
“The greatest competitive threat currently facing mortgage intermediaries comes from direct sales. Such has been the success of these sites that most consumers now begin their research online – on price comparison sites – before making a financial purchase. ‘Your Site Sourcing’ helps the intermediary give clients, and other professional introducers, the opportunity to bypass the direct-to-consumer sites and go straight to their broker for the information they are after - as well as providing an easy way to get in touch with them directly.”
More information on Your Site Sourcing can be found at www.trigoldcrystal.co.uk
-ENDS-
For further information:
Margaret Robertson, AEGON PR Manager, 0131 549 6798 / 07740 897527
David Thompson, Sales Director, TrigoldCrystal: 07909 925749
James Anderson, Business Development and Marketing Manager, TrigoldCrystal: 07909 925747
Notes to Editors:
About Positive Solutions
Positive Solutions is a leading national IFA with over 1250 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £57.6 billion and employs approximately 4,000 staff
About TrigoldCrystal
1. Trigold and Crystal Software Solutions merged in April 2009 to create Tri-goldCrystal.
2. TrigoldCrystal is the leading provider of mortgage sourcing, compliance and application systems in the intermediary market with 7 out of 10 mortgage brokers choosing TrigoldCrystal software to help them run their business.
3. Every second a broker sources a mortgage on TrigoldCrystal’s sourcing system, Prospector AAA (based upon average mortgage sources averaged over a 4 week period).
4. TrigoldCrystal’s ‘Momentum’ product, used by clients including Legal and General, Knight Frank and Nationwide. Momentum combines sales, CRM, administration, management and compliance into a single system.
5. TrigoldCrystal’s users benefit from technology which supports an end-to-end sales process including integrations with a number of providers of complementary products such as insurance and conveyancing.
6. TrigoldCrystal has won a host of industry awards and was also named in the Deloitte Technology Fast 50, as one of the 50 fastest growing technology companies in the UK.
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The ‘Your Site Sourcing’ website plug-in is one of a new breed of tools and calculators which, thanks to new web technologies, can be easily added to any website in minutes. Sourcing is run against TrigoldCrystal’s product database, one of the largest and most comprehensive of its kind.
Paul Rignall, Mortgage Manager of Positive Solutions said:
“Our trials of ‘Your Site Sourcing’ with a number of Partners were extremely positive, creating an increase in leads for mortgage enquiries, particularly from Partners with professional introducer connections. It was simple to add a link onto the introducer websites directing their clients to ‘Your Site Sourcing’ via the Partner website. This greater functionality means better client engagement and for this reason we are rolling out ‘Your Site Sourcing’ to all our Partners”.
Assessing the need for intermediaries to adopt technologies like this David Thompson, Sales Director of TrigoldCrystal, said:
“The greatest competitive threat currently facing mortgage intermediaries comes from direct sales. Such has been the success of these sites that most consumers now begin their research online – on price comparison sites – before making a financial purchase. ‘Your Site Sourcing’ helps the intermediary give clients, and other professional introducers, the opportunity to bypass the direct-to-consumer sites and go straight to their broker for the information they are after - as well as providing an easy way to get in touch with them directly.”
More information on Your Site Sourcing can be found at www.trigoldcrystal.co.uk
-ENDS-
For further information:
Margaret Robertson, AEGON PR Manager, 0131 549 6798 / 07740 897527
David Thompson, Sales Director, TrigoldCrystal: 07909 925749
James Anderson, Business Development and Marketing Manager, TrigoldCrystal: 07909 925747
Notes to Editors:
About Positive Solutions
Positive Solutions is a leading national IFA with over 1250 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £57.6 billion and employs approximately 4,000 staff
About TrigoldCrystal
1. Trigold and Crystal Software Solutions merged in April 2009 to create Tri-goldCrystal.
2. TrigoldCrystal is the leading provider of mortgage sourcing, compliance and application systems in the intermediary market with 7 out of 10 mortgage brokers choosing TrigoldCrystal software to help them run their business.
3. Every second a broker sources a mortgage on TrigoldCrystal’s sourcing system, Prospector AAA (based upon average mortgage sources averaged over a 4 week period).
4. TrigoldCrystal’s ‘Momentum’ product, used by clients including Legal and General, Knight Frank and Nationwide. Momentum combines sales, CRM, administration, management and compliance into a single system.
5. TrigoldCrystal’s users benefit from technology which supports an end-to-end sales process including integrations with a number of providers of complementary products such as insurance and conveyancing.
6. TrigoldCrystal has won a host of industry awards and was also named in the Deloitte Technology Fast 50, as one of the 50 fastest growing technology companies in the UK.