Manually printing and collating the information in one place was very time-consuming.” Clients send documents in various formats and methods – WhatsApp, text, post, even fax. Horsfall added: “Half the battle was collating all the information before you could even start to advise. A live chat function allows real-time communication that is stored securely alongside the case to avoid a proliferation of emails, SMS and WhatsApp messages that can easily be missed. With features such as document management, BINDER enables advisers to request the documentation needed and for clients to upload them safely and securely. Like the Netflix model, you can sign up with one simple flat fee, whilst my industry experience of knowing what ‘secure’ looks like has given Simon the confidence that his client data will be stored securely.” It’s tablet, desktop, laptop and mobile-friendly so that it can be accessed from anywhere and at any time, and the self-service nature of BINDER makes it very clear and transparent. It has been great to apply my technical experience and industry knowledge to create a solution that is simple and easy to use and has a real impact on users’ productivity. Rathbone said: “When Simon told me about BINDER, I could immediately understand his frustrations and see its potential.
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Rathbone has 20 years of experience in the tech industry, having started his career as a software engineer and going on to co-found successful Leeds-based digital transformation consultancy Infinity Works.Īfter the high-profile sale of Infinity Works to Accenture, Rathbone joins the BINDER team, applying his tech knowledge accrued by working with companies from start-ups to blue chips to solve the frustrations and challenges Simon experienced. “The existing services available were overly complicated, with long set-up processes and costs that kept changing monthly I was determined to find a simpler way to manage my cases.”Īfter teaming up with tech entrepreneur and fellow Ilkley-ite Rathbone, BINDER will launch in the UK market this month to help thousands of mortgage advisers and their customers. I needed something more streamlined that would allow me to work from anywhere and access all the information needed for any of my cases at any time. He said: “I was really frustrated by how inflexible the process was and how reliant we were on being able to access a paper case file in the office. With over 5,580 mortgage broker businesses in the UK generating a total market value of £1.78bn, according to data from IBIS World, Horsfall was frustrated when he could not find an existing solution to help him manage his cases more effectively and provide a better and more convenient experience for his customers. Horsfall, a mortgage and insurance adviser for over 15 years, was inspired to develop BINDER as a digital solution to manage and organise cases for his clients and to create a more efficient, streamlined, and secure way for customers to provide the necessary confidential and personal data such as passports, bank statements and pay slips. Tech specialist and Infinity Works co-founder Dan Rathbone has joined local entrepreneur Simon Horsfall to launch BINDER, an online portal to modernise how mortgage and insurance professionals advise clients.
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