“Twenty7Tec and Eligible have partnered with the intention to assist advisers in retaining customers.
Read the full press release via Mortgage Introducer.
The approach will be to deliver solutions to encourage advisers to use technology in order to help increase the retention rates of existing clients.
With the partnership, Twenty7Tec and Eligible will collaborate in the design, development and deployment of technology that helps advisers easily and automatically maintain regular contact with both existing and new clients through the client lifecycle.”