Automated Recontact Campaigns
Be the first to contact your clients. Ensure timely contact with daily analytics on your CRM data and whole of market. Increase lead flow with pre-scheduled and activity triggered communications. Qualify and prioritise your next client interaction through consumer-driven actions and insights.
Advisor Led Consumer Journey
Offer an interactive experience centred around collaboration. Improve customer engagement through brand-specific customisation. Accelerate FactFind information gathering with concurrent case view and editing. Communicate instantly with embedded messaging and email functionality. Streamline document collection with a secure, shared online storage space.
Optimised sales process
Swap admin for advice. Integrate compliance with one-click data permissions and terms of business. Instantly access client specific research mapped to your sourcing. Immediate view of client progress with real-time audit of all actions. Nudge the client at the right moment to the next action.
…drives retention, creates compliant research lists, and has immediate interaction with all our customers.
Business owner | Regional mortgage broker
Target 100% Retention
Operational framework using smart analytics on your data. Broad-based and targeted customer retention campaigns.
Dramatically increased customer loyalty. Reduced friction and pain around information gathering. More relevant and timely communication.
100% compliant; fully audited. Accelerated sales cycle. Convert existing customers into retention leads. Streamlined Lead to Opportunity conversion.