Access FS launches Elev8 CRM
Access Financial Services (“Access FS”) has launched Elev8, a new adviser CRM designed to help mortgage protection advisers improve productivity, strengthen client outcomes and grow their business.
Developed in partnership with Evolve Tech Solutions over the past two-years, Elev8 brings together case management, workflow support, client communication, performance tracking, training and business development tools within a single platform. The system has been designed around adviser workflows, with a focus on reducing administration, improving visibility and helping advisers identify additional opportunities to support clients.
The platform provides advisers with a complete view of their pipeline, intelligent reminders, AI-assisted client communications, workflow tracking and automated prompts designed to help advisers progress cases efficiently while maintaining high standards of advice. It also includes support for cross-referrals, review reminders and client engagement opportunities, helping advisers strengthen relationships and generate additional revenue from their existing client base.
Elev8 has been developed to support advisers throughout their entire client journey, from initial enquiry through to ongoing reviews. Built-in prompts, document guidance and workflow support help ensure consistency and quality, while performance dashboards and reporting tools provide advisers with greater visibility of their businesses.
Karl Wilkinson, founder and chief executive of Access FS, said: “Elev8 is more than a technology project. It’s a CRM designed to help advisers build better businesses.
“Across the industry, advisers are under pressure to manage growing regulatory requirements while still delivering exceptional service to clients. Too much time is spent on administration and not enough on advice. We’re changing that.
“Rather than buying a system off the shelf, we built something around the way our advisers actually work. Elev8 brings together technology, training, support and business development into one connected experience.
“The aim is simple. Help advisers spend less time chasing paperwork and more time advising clients, identifying opportunities, and ultimately, providing better customer outcomes.”
Alongside its technology capabilities, the platform provides access to training content, mentoring support, best practice guidance and educational resources designed to help advisers expand their knowledge and develop their businesses.
Amrit Bahee, the head of operations at Access FS, said: “Elev8 reflects the wider Access FS philosophy of investing in advisers and helping them succeed.
“Technology alone is not enough. Advisers need practical support guidance and education alongside the right systems. That’s why Elev8 combines workflow tools, training resources, mentorship and business insight within a single platform.
“We’ve spent considerable time working alongside advisers to ensure the platform addresses real challenges. The result is a solution that helps advisers work more efficiently, engage more effectively with clients and ultimately achieve better outcomes.”
The platform will be rolled out to Access FS advisers throughout the summer as part of the firm’s ongoing investment in adviser support, technology and business growth.