Tuesday 5th July
11.00am – 11.45am

In this masterclass, Syndeo and The Mortgage Hut will discuss why it is essential to keep track of current and potential clients' needs to place yourself in the right place at the right time.

The session will cover:

• The importance of gathering data on client behaviours and insights
• The need for an active online presence
• Using technology to generate quality leads
• Looking at what customers now expect from the advice process and how they want to be communicated to
• Positioning your business to effectively attract new customers and grow existing client relationships
• How digital tools can assist with this and encourage growth

Oliver Lennon, CEO, Syndeo
Nicola Schutrups, managing director, The Mortgage Hut