The quarterly Glow Up review

The quarterly Glow Up review

March 25, 2021

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

We’ve been eating our greens and working hard to get in the best possible shape… We just want you to love spending time with us and feel proud to be seen with us. Erm, I think I’ve stretched this metaphor as far as it’ll go… But I’m serious, we have had a proper glow-up over here!

You asked (for Reporting), we listened…

Managing advisors asked for a simple way to track and monitor their business’s most important metrics – and look to the future. So, to save them from ever having to visit a bejewelled oracle, we built a simple in-app reporting tool to evaluate firm performance.

Managers will be able to evaluate firm performance, drill down by adviser and explore responsiveness and engagement… As well as seeing a full breakdown of the client base by cohort and projected roll offs.

“Reporting is a great way for managers to keep track of overall performance and have an ‘at a glance’ view of their leads in progress. I’m excited, it’s been a great milestone to be able to share these reports with business users.”

Anton Webb, Chief Product Officer

Check out this video and our Knowledgebase article for further details.

What else? Oh ya, we’ve also made onboarding smoother for new clients and data cleansing easier for old clients…

Fix bad data with Load Approval

Now, any issues with your data uploads will be flagged in-app for you. Following a simple flow in Load Approval, you’ll be able to review, resolve and classify fields that we’ve flagged as ‘funky in a bad way’.

We’ve got a Knowledgebase article on that too, if you’d like a deeper look into it.

Want to talk to us about what else we’ll do 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

    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.