We’re absolutely delighted to announce that we’ve partnered with Sesame Bankhall Group (SBG) to give PMS Mortgage Club and Sesame Network members access to our smart digital engagement solution!
Key highlights
The strategic partnership will see PMS Mortgage Club and Sesame Network offer the solution to their members on the best terms available in the market.
Our solution will be made available immediately to directly authorised members of PMS at a market-leading discounted rate, while Sesame will fully fund the cost of the service for its appointed representatives as part of their network package, when it is rolled-out to member firms over the summer.
The new partnership is part of SBG’s commitment and strategy to offer innovative new services that help its member firms run more efficient businesses and deliver an improved customer experience.
Alex Beavis, Proposition Director – Mortgages and Later Life, Sesame Bankhall Group said:
“Data suggests that around half of all intermediary clients are lost at product maturity, due in part to limited client contact between mortgage completion and deal expiry. With a spiraling cost of living, rising interest rates, and record numbers of mortgage holders reaching the end of fixed-rate deals over the next 18 months, it has never been more important for advisers to engage with clients and review their financial needs.
“As a Group that supports thousands of UK mortgage firms, we are committed to helping advisers to continually improve their client engagement. Our new partnership with Eligible.ai helps us do just that. The breadth and depth of the proposition enables advisers to deliver a personalised experience that over time builds loyalty and advocacy, ultimately leading to high levels of client retention and good outcomes.”
Zahra Hassan, Co-founder of Eligible, said:
“We’re pleased to partner with Sesame Bankhall Group, who are committed to ensuring their members have access to the best tools out there to future proof their businesses. We look forward to getting to know many new firms and supporting them through this invaluable partnership.”
Rameez Zafar, Co-founder of Eligible, added:
“As the market shifts towards longer fixed-rate products, this solution will give PMS and Sesame members peace of mind that their customers are receiving regular, personal and valued communications for the life of the product. It will also ensure that as soon as a client is seeking advice, the adviser is notified, giving them a real-time understanding of client engagement and potential selling opportunities.”
If you’re a Sesame member head to MySesame to find out more.
PMS members can speak to us directly or talk to their RKAM about how Eligible can work for you.
