Financial Services Tech Support

In this time of uncertainty, we’re here to offer our expertise and support to keep your remote working and digital presence on top form.

Supported by

Register for eKeeper Lite

All UK mortgage intermediaries can sign up for free to use the eKeeper Lite CRM, funded by the FS Tech Task Force, with integrated Uinsure General Insurance and Optimus’ dynamic conveyancing panel management.

Visit the Iress Support site

Resources and support to help guide you through the coronavirus crisis.

We can help you out with the following.. and more!

Help me with remote meeting

In these times of reduced person to person meetings, it’s imperative your video software is up to speed. We’ll do it for you!

Help me with webinars

We can train you up on your webinar, to make sure that you deliver the best experience to your clients.

Help me with screen sharing

Lets make sure you’re perfectly set up to enable the best screen sharing experience for you and your clients. 

Help me with Social Media

We can get you set up on social media, ensuring you’re active on the platform most relevant to your business goals.  

Outbound marketing

Utilize key tools in the industry for direct marketing including CampaignMonitor and MailChimp.

Help me create content

We can help you generate engaging content and thought-leadership pieces to interact and engage with your audience.

Help me with my CRM

We’ll advise you on the best options and help you get it set up. 

In this time of need, we know it's imperative that we work together for the common goal

Uinsure, supported by eKeeper group, 360DotNet, Twenty7Tech, Iress have joined forces to support businesses struggling with remote working and social media. We are all on hand to ensure that together, we can keep Britain going – digitally.

The leaders of Financial Services Tech Support

It’s really important that when we are in the midst of issues with a global impact, we all pull together for the common good, ensuring that we can continue to operate and run our business’s with minimal disruption, while looking after our health and everyone else’s as a priority. Ourselves and our partners are expertly placed to offer support to those who need it, ensuring your online presence and digital interaction is up to speed and on top form. 

David Smith

Chief Innovation Officer, Uinsure

At a time like this it’s important to do what we can to make life easier for those of us having to work from home. Next to the work being done by medical professionals and other key workers the world over it’s a small effort, but we’re hoping to make a difference to the broker community.This effort is aimed at removing some of the technology-related frustrations with remote working, allowing the brokers to focus on the more important challenges we’re all facing.
Dave Miller

Executive General Manager, Iress

Bringing together best of breed products under one banner to help brokers during the outbreak is something we’re extremely keen to assist with.  Too often, there is talk about how technology can enable brokers, now we’ve made this a reality where, under one platform, brokers can easily manage, quote, apply and instruct, freeing up valuable time to concentrate on their client base efficiently.
Alan Young

Managing Director, Optimus

Everyone’s health is the biggest concern right now but people also need to be able to carry on with their everyday lives. We have been told that it is better to stay at home to minimise contact with others and therefore working remotely is crucial whenever possible. Our customers have been able to benefit from this for many years and we are happy to add our expertise to this great initiative.

Ozgur Unlu

Managing Director, 360 Dotnet

Those in the intermediary technology sector have a duty to support brokers during these difficult and uncertain times. Technology has always been there to enable brokers to continue their day to day activities and support their client bank, but now more than ever. By actively supporting brokers on all technology to operate remotely, we make sure they can evolve to meet the demands and challenges for the industry today and the future.

David Bennet

Commercial Director, eKeeper Group

Got a question? Get in touch!