We’re proud to announce our new partnership with TMA Club.
We’re working directly with the Club to combat customer retention for brokers across the UK with our solution Retain, by Eligible.
What’s all the fuss about?
Put simply and practically:
- Retain will help brokers save time, make money and increase overall firm revenue generation.
Retain contacts clients prior to expiry so brokers are able to keep track of their expiries in a simple, prioritised list.
Retain supports brokers by using customer data to track and automatically recontact existing customers who are due to roll off their current mortgage deal, before lenders get in first
Clients receive an email which links them to a broker-branded web app where they can learn more about their mortgage and are reminded of the value of their broker’s advice.
Ok, so far so good..
By equipping our advisers with the right tools to tackle this, we hope to boost their product transfer and remortgage figures and help them regain time previously spent on administrative tasks, so they can focus on what really matters – providing tailored and holistic advice to their clients.
The automated customer retention tool also monitors client’s activity within the app so brokers are able to contact their most engaged clients.
Clients can notify their adviser at any time that they would like to discuss remortgaging to encourage customer-led retention.
If it’s good enough for you, it’s good enough for me.
Rameez Zafar, chief executive at Eligible said:
In support of the partnership, TMA Club has provided 50 members of the club access to Retain.