Charting the broker journey with NatWest

By Dave Furnival, head of broker at NatWest Business Banking

One of our goals for 2018 is to continue to deepen and develop our relationships with our brokers, ensuring we are providing the right level of support and education to make it effortless for brokers to do business with us. This overarching goal led us to the idea of purely educational roundtable events to focus on the deal journey with NatWest – how we can streamline and improve that experience from broker through to completion.

As support, we had representation from our relationship managers, credit teams, SIPP and ESME teams, who all covered off our product offering and the potential for new markets for our brokers, highlighting how we can continue to work together in 2018 to help more customers achieve their business aspirations.

Not only were we able to support with a full spectrum of expertise from within the bank, we also had representation from solicitors and a colleague from the Women’s Organisation, both doing a great job of highlighting the wider services and support available for customers.

The sessions were interactive and provoked a lot of great discussions and debates, all of which I am sure will help underscore our commitment and support to encouraging the sustainable growth of broker channels for business.

As a bank, we believe in providing proactive help so that customers can do business safely and securely – therefore we also had a compliance update from Roger Deane, who covered off many key topics which are extremely important to our brokers, including how we all should be working towards being ready for the GDPR changes.

Both on the day and since the event, we have received fantastic feedback from the attendees who all have found great benefit from each of the sessions, and we look forward to hosting further events to provide more support and insight.

You can access more information via NatWest’s dedicated broker page here.