You are here: Home - News -

360 Dot Net agrees partnership with network Ingard

by:
  • 07/07/2017
  • 0
360 Dot Net agrees partnership with network Ingard
Ingard, the compliance network and specialist distributor, has partnered with the 360 Lifecycle Client Relationship Management (CRM) system.

 

Developed by 360 Dot Net, the online fact find is fully mobile with no re-keying needed to produce pre-approved letters and insurance quotes. The client relationship management tool has integrated mortgage and protection sourcing from Twenty7Tec and iPipeline, opportunity management, case management and built-in marketing tools.

Nikki Haworth, sales and marketing director at Ingard said: “When we started the process of choosing a new case management system with integrated sourcing, 360 Dot Net’s system stood out as a clear winner. The multi-channel online fact find will be a valuable addition to our adviser’s toolbox. Not only will the intuitive system save time for the adviser, the system’s client portal will also allow a smoother, faster and more transparent flow of communication between the adviser and customer.

We have been extremely impressed so far with 360’s support and wide range of training materials. Over the next few months we will be rolling out system training across our nationwide network of advisers and look forward to working in close partnership with 360.”

Carlos Thibaut, CEO of 360, said: “Ingard raised a high bar in their selection of a technology provider and I’m delighted to say that they selected 360. Both front and back office technology is fast becoming a differentiator for major businesses in the financial services sector. The capabilities in our practice management system, Fact Find and Client Portal, delivers time saving and opportunity generating functionality in a secure environment that firmly places Ingard advisers ahead of the competition.”

There are 0 Comment(s)

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.

Profiles

Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.

Marketwatch

Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.

Poll

Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.

Read previous post:
Congratulations to all the 2017 British Mortgage Award winners

They came, they saw, they conquered - all the winners of the 2017 British Mortgage Awards held last night at...

Close