Mortgage News
Leadbay offers client management tool
Lead generator Leadbay has teamed up with 360 Lifecycle, the client management system for financial advisers, targeted to help advisers grow their businesses.
The Leadbay-360 Lifecycle link-up allows advisers to find and relationship manage clients because the leads flow into the 360 lifecycle system without any manual help.
Advisers will also be able to manage their relationship with that client, increase conversions and retain clients, said Leadbay.
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, chief executive 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.