Dashly has been used by mortgage intermediaries for over five years, alerting them to product changes so they can engage with clients for advice opportunities to switch deals.
MAB announced its investment in Dashly early last year, and the acquisition will help the mortgage firm to enhance its customer experiences.
The technology will be tailored exclusively to MAB’s roadmap so mortgage monitoring is integrated into its CRM, Platform. This will enable the synchronisation of data and allow advisers to stay on top of market changes.
Client communications will be personalised using insights from Platform, along with data and artificial intelligence (AI) capabilities. Interactions will be available directly within Platform, so that when advisers engage with clients, they will have a complete, real-time view of their circumstances and the options available to them.
MAB will enhance Dashly’s offering to become a key tool for customer interactions, while improving retention and lead generation. MAB is also using AI to develop a customer engagement tool that enhances retention and delivers value for clients.
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Peter Brodnicki, CEO of MAB, said: “Dashly’s data hub and mortgage monitoring tool align perfectly with our plans to widen the reach of our partner firms and add continuously increased value to existing and future customers.
“Dashly has a strong and ambitious team, and we have an exciting roadmap we’re working on together.”
