Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.

Access FS Unveils Elev8 CRM Platform for Adviser Productivity

Access Financial Services has launched Elev8, a new in-house customer relationship management (CRM) platform. The system was developed over two years in partnership with Evolve Tech Solutions to enhance adviser productivity, business growth, and client outcomes.

Elev8 combines case management, workflow support, client communication, performance tracking, training, and business development tools. The platform is designed to align with adviser workflows and reduce administration by providing a pipeline view, automated reminders, and AI-assisted client communications.

Advisers using Elev8 can access features such as cross-referrals, reminders to review cases, and opportunities to contact clients. The platform also includes training content, mentoring support, educational resources, and best practice guidance to help advisers upskill and develop their businesses.

Access FS stated that Elev8 was created to address the challenges advisers face in managing regulatory requirements and delivering client service, aiming to reduce time spent on administration. The platform brings together technology, training, support, and business development into a single experience.

Amrit Bahee, head of operations at Access FS, said Elev8 reflects the company's philosophy of investing in advisers and supporting their success. The platform was developed with input from advisers to ensure it addresses real challenges and helps them work more efficiently and engage more effectively with clients.

Letting agents and inventory clerks may find Elev8's workflow and communication tools relevant for managing client relationships and streamlining administrative processes within the UK property sector.