Client retention Archives | Page 3 of 3 | eligible.ai
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Eligible blog

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

Retain | eligible
April 15, 2019

How can I retain more mortgage customers

If you aren’t focussing on retention, you’re probably leaving money on the table (and losing customers you can’t get back in the process).

Mortgage Introducer
April 1, 2019

Client retention has to improve

Over the past two years, Eligible has conducted in-depth research with clients and advisers to understand how technology can enhance the client relationship.

Advice | eligible
February 11, 2019

Mortgage brokers it’s time to prove your lifetime value (or lose your clients forever)

Nearly half of all product transfers done in 2018 was done on a non-advised basis. As the FCA highlighted in their Mortgage Market Study Interim Report, a significant minority of consumers (30%) purchase a mortgage despite there being an alternative mortgage that was “unambiguously cheaper than their chosen product”.

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