Personal Touch launches adviser toolkit

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 wide range of training resources. They’ll also have a variety of client-facing templates that they can use to make keeping in touch with client even easier.

The Suite will also feature 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, 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.”