ROMEO

ROMEO Financiële Diensten B.V., founded in 2015, operates as a key distributor within the Dutch financial services sector, specifically targeting the mortgage and insurance advisory market. The company was established by Martin Keegstra, Edsel de Graaf, and Paul van der Meijs, all of whom are seasoned professionals with backgrounds at prominent financial institutions such as Welke, Florius, De Hypotheker, and GMAC. ROMEO's core mission is to provide comprehensive support to financial advisors, enabling them to streamline operations and enhance the quality of their service. This is achieved by outsourcing non-core activities, which allows advisors to focus on their primary role: delivering high-quality advice to clients.

The firm's business model is centered on offering a suite of services and platforms that boost efficiency and lower costs for independent financial advisors (IFAs). Its client base includes financial advisors, mortgage advisors, insurance intermediaries, and financial product providers. ROMEO generates revenue through its various subsidiaries and service offerings, which include full-service support, access to financial products, and technology platforms. The company is part of the Blauwtrust Groep, a major player in the Dutch mortgage value chain, a move that followed an acquisition of Aegon's minority stake in 2022.

ROMEO's service portfolio is delivered through several distinct brands. HUISMERK is a full-service formula that supports independent financial advisors with their daily operations. MO.servicing handles mid-office services for mortgage providers, while Basic Serviceproviding offers access to a wide array of financial products. A significant component of its offering is Accelerate, a CRM platform designed to digitize and improve workflows. In 2022, the platform was used for 20% of all mortgage applications in the Dutch market, involving 1,400 IFAs and handling 24,000 mortgage applications. The company continues to evolve its offerings, with plans to integrate a dedicated advisory module into the Accelerate platform to further centralize and simplify the advisory process.

Keywords: mortgage services, financial advisory support, IFA services, mortgage distribution, financial technology, insurance services, CRM platform, mortgage processing, mid-office outsourcing, adviser support, Dutch mortgage market, HUISMERK, Accelerate CRM, MO.servicing, Basic Serviceproviding, financial services B2B, mortgage technology, advisor efficiency tools, Blauwtrust Groep, financial product distribution