Client retention Archives - eligible.ai
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Eligible blog

Latest news, stories, helpful articles and handy tips from the Eligible team.

Good deeds v2
June 29, 2021

Client Q&A: “It’s one of a kind”, Vesta Mortgages

We're always interested in what our clients have to say. We took some time out to catch up with George at Vesta Mortgages to ask him a few questions about his experience with Eligible so far.

February 9, 2021

Breaking myths, not hearts this Valentine’s…

Happy Valentine’s, friends. Buckle up for a healthy dose of tough-love, we’re going to shatter some relationship myths.

February 5, 2021

Data 101: How to unlock your most valuable asset and common mistakes to avoid

It’s 2021 and by now, we all know why we need to clean data and keep it up to date. Since GDPR came into action, data management has been a priority for firms across the UK, but what value does clean data add to your business goals? In partnership with TMA Club, we recently delivered a webinar on this topic, read on for the key takeaways… 

Saved Bacon
September 7, 2020

Don’t forget existing clients who saved your bacon, when times got tough.

Don’t forget the clients who saved your bacon back in March- that's right, your existing ones. The easiest way to grow your business is to keep your existing clients. Not rocket science - happy clients buy more and tell more people about your products or services. Check out our 5 retention tips you can implement today.

GDPR Cheat sheet
July 15, 2020

GDPR basics for advisers

GDPR isn't going to kill you. But ignoring it will kill your business.

GDPR should ALWAYS be on your radar, it's not a quick fix thing. It's about the ongoing management of your data ensuring your business is compliant, so you don't get yourself into deep water with data fines.< Is GDPR an alien phrase to you?

wash your data
June 23, 2020

Data hygiene for advisers. Attention advisers, it’s time for a cleanse!

Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.

Existing customers first
April 29, 2020

Coronavirus trend watch: existing clients first.

Coronavirus trend watch. Are you putting your existing clients first during COVID-19? With lead volumes dropping in most markets, now seems the time to optimise for your existing clients as they’re likely your securest revenue stream for the coming months.

Enhancing Support
March 20, 2020

Enhancing customer support for clients in times of uncertainty.

Customer support is more than just resolving tickets. Your company builds a relationship with every single customer, it's a personal connection that your customers have with your brand. Customer-centric firms always put their customers first. They understand how critical customer support services are to customer satisfaction and retention. So, how do you offer your customers support in times of uncertainty?

Coronavirus
March 13, 2020

19 ways tech supports advisers to communicate to clients during Coronavirus.

Here at Eligible, we strongly believe that technology should be used as a supportive solution, not a replacement. Borrowers understand the value of face-to-face meetings and real vs robo advice, However, what can mortgage brokers do when coronavirus is disrupting their primary sales channel? Check out our 19 ways tech supports brokers to communicate through coronavirus.

broken hearted
February 13, 2020

One-night stand mortgage brokers, stop breaking our hearts.

An open unlove poem to one-night stand mortgage broker from a broken-hearted borrower. To commiserate valentines day, we're following a borrower unlucky in love.

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