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22 August 2011

Stonebridge Group, the mortgage and insurance network, has today (22nd August 2011) announced the launch of its new point-of-sale (POS) solution which fully interacts with its current client retention and back-office system, Revolution. The new system will give Stonebridge�s AR firms access to a sales-driven, intelligent fact-finding tool that can offer a range of multi-faceted solutions, across a variety of products. The new POS system has full integration with mortgage, protection and general insurance sourcing software along with semi-automated production of those documents which are mandatory when delivering advice. Revolution is a compliant all-encompassing and complete business solution. This innovative software system has been developed to enhance all areas of ARs business from lead generation and sales progression through to business processing and customer retention. It blends seamlessly with Stonebridge�s existing client tracking portal and compliments and enhances the ability to service and manage introducers via an interactive website. Richard Adams, Managing Director of Stonebridge Group, commented: �We have taken a major leap forward with this new POS system. Revolution is an advanced client management tool with an administration function, interactive adviser elements, and agent and customer web portals. However, the new system is designed to function at the point-of-sale with all its focus on delivering the most complete sales experience for both the adviser and the client. The system works for the adviser ensuring that no opportunity is overlooked and that the client�s wants and needs are fully covered. It is also functions as a compliance aid being able to produce all the necessary documentation for a fully-compliant sale. With our system, advisers should be confident that they have covered off all bases in terms of client details, product sourcing, suitability and other financial product needs. This POS system, coupled with Revolution, is a software suite that is unrivalled in the marketplace.� To find out more about the Stonebridge Group or if brokers are interested in joining call 01702 562220 or for further information visit www.stonebridgegroup.co.uk ENDS For further information please contact Richard Adams, Managing Director at Stonebridge Group � 07710 076078; radams@stonebridgegroup.co.uk Paul Nye, Business Development Director at Stonebridge Group - 07733 364137; pnye@stonebridgegroup.co.uk Rob Griffiths, Director at White Dragon Communications Ltd � 07983 641566; rob@whitedragoncomms.co.uk Notes to editors Stonebridge Group was launched in 1988 as an independent brokerage which subsequently evolved by building on an infrastructure and sustainable business model to enhance the activities of broker partners. Technology plays a large part in the Stonebridge Group proposition and its bespoke in-house system helps deliver effective customer management and enhanced service delivery as well as helping advisers maximise growth and business efficiency. After a number of years growing its adviser numbers Stonebridge Group changed its FSA permissions to become authorised as a network. The network completed full authorisation of its 60 new members in November 2010. Based in Southend, Stonebridge offers ARs a range of services and support options. Stonebridge Group supports individual needs and ambitions, and works closely with advisers to achieve them. Its� success has been built around a flexible proposition, giving real sales development and support to ensure all regulatory requirements are met. Key benefits include: Commission Rates/Lender Fees Stonebridge achieves some of the highest levels available. Payment is made weekly direct to adviser�s accounts. Strategic Planning Planning is at the heart of a successful business. Our Development Director will work closely with ARs and provide support to achieve their goals. Introducer and adviser recruitment We will help identify and recruit new introducer sources and advisers whilst providing the necessary training to ensure success. Client Bank Management This often represents a great but underutilised opportunity. We can help ARs with setting up a database, effective client contact and marketing and how to utilise call centres. Sales and Compliance Management Our regional management team work closely with advisers to help increase sales and provide all the regulatory guidance needed. Marketing and Advertising Support Used effectively this can substantially increase any firm�s business profile. We can provide support with advice on marketing strategies, provide marketing material for firms to adapt to their own style and website integration. Client Management System Our market-leading administration and client management system provides �Real time� updates to clients, advisers and introducers. A database for client reviews and targeted mailing. Point of Sale Systems Our systems enable advisers to source the mortgage market, provide illustrations of mortgage costs and associated protection. In addition it will produce regulatory documents to support this advice process. Financial Planning Clients often have a need for a complete review of their financial situation that assists them in planning for their life goals. Stonebridge Group can help by delivering training and identifying areas of need. It can also provide access to a financial planning expert or help to identify and recruit a financial planning consultant for a business, plus it can provide assistance with marketing material and development support.

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