A free webinar hosted by BSA Associate, Sandstone Technology
 

Join us for a practical, insight-led webinar that shows how mutuals can start the journey toward automation.

 
Discover a simple three-step approach starting with digitising lead capture through Sandstone Technology’s Rapid Leads and get your questions answered directly by our product experts. 

• Learn How Mutuals Can Digitise Lead Capture and Move Toward Full Automation — Without the Big Bang Approach.  

• Digital transformation doesn’t need to be disruptive or expensive — especially for building societies and credit unions working with tight budgets and legacy systems. 

We’ll also share findings from our recent research involving 154 financial institutions in the UK, including mutuals, that reveal where the sector currently stands and how small changes can lead to big results.
 

Why This Matters for Mutuals 

Full-scale digital transformation can feel out of reach for many mutuals — but semi-automation offers a smart alternative. By automating early, repetitive tasks like lead qualification and routing, allows you to: 

• Reduce manual workload for front-line teams 

• Improve response times and customer experience 

• Lower cost to serve 

• Deliver faster ROI with minimal technology impact 

What You’ll Learn 

• Where mutuals stand today — insights from our research with 154 FIs 

• Why semi-automation is the right next step for smaller institutions 

• A 3-step guide to move from manual to digital (without full disruption)

• How Rapid Leads helps capture, qualify and route member enquiries in real-time 

Who Should Attend? 

This session is built specifically for building societies, and credit unions that want to modernise key customer touchpoints while staying true to their service-first models. 


Ideal for roles such as: 

• Head of Customer Experience / Member Services 

• Head of Lending or Mortgage Operations 

• Digital Transformation or Innovation Leads 

• Product Managers focused on CX or onboarding 

• IT Managers supporting digital member tools

•  Marketing or CX strategists within mutuals 

Bonus Offer 

Free Lead Capture Check 
Post this informative session, book a complimentary review with our experts. We'll assess your current lead capture process and share personalised recommendations to help you optimise — no big changes required. 

Sandstone Technology

Complete end-to-end solutions for your financial institution.  Providing forward-thinking banking solutions for financial institutions to increase customer retention and customer experience, whilst helping to solve the increasing internal and external pressures faced by today's BFSI sector.