Mortgage technology firm Client Data Systems (CDS) Group has entered into a joint venture with software provider Time4Advice to create a combined sourcing and client relationship management (CRM) software.
The firms forged the link to create ClientCore, a CRM system based on the Microsoft Dynamics CRM system enlisting Microsoft Outlook.
Richard Hurst, marketing director at Client Data Systems, (pictured) said: “Our new CRM/Point of Sale system ClientCore will offer the same ground-breaking technology as our mortgage sourcing software, TheCore and, like the Time4Advice system shares the DNA of Microsoft Dynamics CRM.”
Mitchell Philpott, IT director at Time4Advice said: “We will be collaborating but not competing with Client Data Systems as we are operating in very different markets and we will strive to ensure that both firms continue to offer technological excellence to the intermediaries in their sectors.”
