Latest news, stories, helpful articles and handy tips from the Eligible team.
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Advisers across the UK have turned their focus to digital. Now more than ever, it's important for firms to understand the value that technology can improve operations and client relationships. If you're not doing business on social you could be missing a trick.
You've spent time and resource transitioning. You're all set-up and settling into your new routine and workplace. You're adapting, but it can be difficult to effectively measure how you and your team are really doing, especially if you're new to remote working. So, we've pulled together our own remote working scale to help you figure out where your firm fits and how you can level-up if need be.
By now, many of us will be working from home. It’s an unsettling, uncertain time for many businesses, but we must adapt to this new way of working in order to keep the needle moving and provide a good service to our clients. Are you new to remote working? If you’re just getting set up and looking for some guidance on remote working, here’s 4 tips to get the best out of your new working environment.
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?
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.
Building buyer personas will help you win more business. Fact. Buyer personas help you better understand your customers, prospects and partners. They help you know what makes your customers tick, so you can tailor your approach to win them over. Not all customers are the same, so a one size fits all approach won't deliver a good return for your business.
What's the best growth advice for mortgage brokers? The best advice isn't just a single piece of helpful insight, it's about many key aspects that contribute to growing a successful business. You need to figure out what's important to your mortgage firm right now so you know where to focus your efforts for growth. Mortgage brokers spend so much time advising their own customers, it's only fair that they are given access to their own advice, to help them grow and succeed in financial services. So here goes...