The quarterly Glow Up review - eligible.ai
Reading:
The quarterly Glow Up review

The quarterly Glow Up review

June 30, 2021

Is it just me, or did we get better looking?

It’s that time again, where I take to the internet stage to tell you how we upped our game this quarter. Just in case you missed it…

The highlights

  • 2FA
  • Call request pop-ups
  • Automation and data configs

You’re the one that I want, you are the one I want…

Ooh ooh ooh… Which is why we’ve launched Two-Factor Authentication (2FA). 2FA delivers an an extra layer of protection for our business users and firms, significantly decreasing the risk of unauthorised access and system breaches.

Remember that data is so much more than just some lines on a spreadsheet, it’s your firm’s livelihood so we understand that it needs to be protected 24-7.


Alert, alert, alert!

We’re making it even harder for your clients to ignore you. The client-side of the app now has new and even more tempting pop-ups, encouraging your clients to schedule a call with an expanded pop-up call to action.

We won’t let our users forget either, so Retain will chase them just as much as it chases their clients to keep it up-to-date with outcomes. So naturally, we’ve added more reminders for or wonderful users too.


I’m designer….

We’ve also been busy making improvements to Retain’s speed and architecture.

We’re making it easy to keep our user’s data kingdoms neat and tidy. Retain users are now able to select the file type when they upload, to let us ( the royal us) know what kind of data we’re looking at in order to speed up processing times and automation.

Over time the system will be able to understand exactly what users are uploading without any manual intervention, so records go straight into our data cleansing tool – Load approval.

Smart, huh?

See how these super cool features could work for you.

    We'll be in touch.

    Get great articles direct to your inbox

    We’ll never share your details with third parties.
    View our Privacy Policy for more info.

    Related Stories

    Hemel
    February 12, 2019

    We are really happy to welcome Hemel Shah to the team

    Hemel, ex-partner at John Charcol, has been tasked with developing B2B relationships and providing feedback on what’s important to brokers.

    Dodgeball | eligible
    April 4, 2019

    The FCA’s proposed rules still mean more remortgages and now they’re set to relax in Spring.

    The FCA’s new consultation paper suggests major changes to their current lending rules and guidance. The FCA didn’t think it was quite right that consumers who had clearly shown that they could make a higher payment, should be prevented from making a lower payment. We agree.

    TMA | Eligible
    June 23, 2019

    Thumbs up from TMA

    We’re working directly with the Club to combat customer retention for brokers across the UK with our solution Retain, by Eligible.

    Arrow-up