Leadbay and 360 Lifecycle have joined forces to help brokers improve their client relationship management.
Leadbay and 360 Lifecycle hope their link-up will help advisers not only to find a client that meets their needs but will also manage the relationship with that client, enabling them to provide a better service, provide the client with advice across a wider range of financial products, increase conversions and could help advisers to keep their clients for longer.
Leadbay leads will be delivered into the 360 Lifecycle system and will populate the client management system automatically.
The firm says it should also increase conversion rates as the adviser will be able to start identifying a client’s needs and the most appropriate potential mortgage before they even speak to them.
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.””