The Leadbay-360 Lifecycle link-up will enable advisers not only to find a client that meets their needs but will also help advisers to manage the relationship with that client, enabling them to provide a better service, provide the client with advice across a wider range of financial products, increase conversions and could help advisers to keep their clients for longer.
Leadbay leads will be delivered straight into the 360 Lifecycle system and will populate the client management system automatically. This will save advisers time as they will not have to enter all the client’s details into a system manually.
This puts advisers in a much stronger position, with all the client’s details at their fingertips, so will make it easier for them to make the initial call to the client.
It should also increase conversion rates as the adviser will be able to start identifying a client’s needs and the most appropriate potential mortgage before they even speak to them.
Grant Stevens, Leadbay’s managing director, said: “We are always looking for ways to help advisers make the most of their leads and the 360Lifecycle partnership means that advisers will not only be able to manage their client relationships more efficiently and compliantly but also develop more opportunities and measure the full return on their sales and marketing investment."
Paul Merrigan, CEO of 360 Lifecycle, said: “We see an excellent fit in terms of the support both products give to advisers; the timely management information, fundamental elements of the TCF principals and genuine opportunities to develop profitable businesses.
People interested in this proposition can contact Leadbay Support on 0333 666 9000 or email [email protected]
