Case Studies

• Mortgage and Wealth Management sales system
• Compliant multi-channel platform
• Integrated to lender systems
• Insurance and protection cross-selling

"We are constantly striving to make the sales experience more productive for both our sales people and our customers. N4's solution allows us to welcome technology as an instrumental but comfortable part of our sales process. On a technical note, the N4 toolset combined with its comprehensive set of business components provided us with a great initial implementation. We have a history of in-house development; with N4 as a partner we can continue to move our distribution strategy forward at the right pace and at sensible cost. We have also purchased N4's mortgage system to enable integrated compliant distribution of mortgages across our channels."

Matthew Bullock Chief Executive
Norwich & Peterborough

"With the N4 solution, it is the customer that has control over the sales process - an agenda-based approach leads N&P's financial planners and their customers through an open, two-way discussion that allows the customer to identify the shortfalls in their current financial planning for themselves. So, when N&P's financial planners help their customers to identify their needs, sales take care of themselves

N&P has seen:

• 50% revenue growth from cross selling
• A 33% increase in the number of products sold to each customer
• Per-customer revenue up by 25%
• A substantial boost in new business

This is because the N4 solution addresses N&P's stringent requirements for putting a favourable customer experience high on the list of priorities."

Martyn Willgress Operations Director
Norwich & Peterborough