Tag Result: client database
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...
Broker teams up with Infinity Works co-founder to launch portal for mortgage advisers
Mortgage and insurance adviser Simon Horsfall has partnered with tech specialist Dan Rathb...
Insurance holds the financial services door ajar with ‘big tech’ ready to enter – Schultheiss
Advisers sit at the heart of the mortgage and protection market and over decades they have...
Sharing vulnerability data is vital to Consumer Duty – Comentis
The need to ensure vulnerable customers obtain good outcomes – the thread that runs thro...
Online mortgage searches rise rapidly but data worries remain
Current mortgage holders are more likely to search for their next mortgage quote online, a...
TMA partners with automated retention tool Eligible to foster customer relationship
TMA Club has partnered with Eligible.ai to offer its club members an automated client rete...