TMA Club has introduced its Customer Retention KIT (Keeping in Touch), designed to support Directly Authorised (DA) intermediaries by helping them to stay in contact with clients.
Recent data from Barclays indicates that the autumn will see a large number of residential and buy-to-let product maturities.
The KIT will provide TMA members with ideas and resources in order to help them keep on top of their client database. The KIT can be used not only for customers with mortgage needs, but also for those holding protection and GI products. Resources within the KIT designed for advisers to use during their interaction with customers include:
- Letter templates
- Hints and tips for social media
- Branding support
- Useful suppliers
- Useful links
TMA says will continually review and add to the KIT to ensure its members are regularly provided with up-to-date and relevant content.
Today’s announcement comes after the Club partnered exclusively with Eligible.ai which enables members to keep track of customer journeys for free and automatically gets in contact with those who are approaching the end of their current mortgage deal.
Lisa Martin, development director at TMA, said: “As technology gets more and more sophisticated, we are constantly sourcing the best tools in the market which will provide our members with what they really need: ease and speed.
“By launching our very own KIT to help with the customer retention journey, advisers can rest assured knowing they have the resources in place to help them interact and engage with clients regularly – and maintain, if not boost, the number of customers they serve.
“At TMA, we believe that fusing the human touch with technology will provide the ultimate broker experience and with today’s announcement, we hope to support more of our members in doing so, allowing them to strengthen their business in the long-run.”