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Articles tagged 'client management'
1-10 of 10 results
Mortgage News
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
July 6, 2023
Mortgage News
Exclusive: Alexander Hall and Eligible partner to enhance adviser-client relationships
December 20, 2022
Mortgage News
Twenty7Tec confirms acquisition of Bluecoat Software
June 14, 2022
Better Business
‘You’ve got to invest in technology you might not see returns on immediately’ – The Platform Supper Club
September 20, 2017
Mortgage News
Clear remortgage strategy vital, but brokers failing to stick to one – poll result
August 9, 2017
Better Business
Managing your data is a valuable priority
March 28, 2017
Mortgage News
FCA compels brokers to tell clients to shop-around
March 21, 2017
Better Business
Case study: Faster, higher, stronger – The next step in client management software
March 21, 2017
Better Business
How to reawaken lost clients – Pepper Homeloans
April 18, 2016
Mortgage News
Don’t miss The Mortgage and Protection Event 2015, coming to a venue near you
September 16, 2015
1-10 of 10 results
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