8,000+ bespoke combinations keep clients informed, engaged & reassured
With so much going on in the industry, how can you keep your clients constantly engaged with you, and offer them unprecedented personalised advice they won’t find anywhere else?
Our automated, hyper-personalised contact strategy provides your clients with monthly information about their
mortgage and property that’s relevant to them, and only them. It's the ultimate retention tool that keeps you in
regular contact with your customers.
Modular communication touchpoints are activated when they match a specific client’s criteria. If they remain on the right rate, it’ll reassure them. Updated property valuations, product expiry dates, rate changes? All covered, and more.
No two emails are ever the same
It keeps you relevant for the duration of a fixed rate
It encourages customers to keep their information up to date, all the time
It’s a continuation of your service, not another marketing email
And our emails boast industry leading open rates
So that’s engagement covered. Now let’s get to business.
If there’s a switching opportunity, it’ll alert them. Our pre-sourced savings alerts are proven to improve contact and conversion rates. Savings opportunities for them, business for you.
Pre-sourced deals from 100s of lenders
No marketing fluff. Just timely and relevant facts and figures approved by the FCA
SVRs and ERCs tracked for accurate savings
Automated alerts and reminders throughout the run up to every product expiry
For more information, please do not hesitate to contact us.