Primis Mortgage Network and Eligible.ai have agreed a new partnership to provide the network’s Appointed Representative (AR) brokers access to Eligible’s personalised client engagement platform.
The platform, Retain, is designed to help advisers keep clients for life. Members of Primis will have exclusive access to the software to enable them to grow their businesses and retain more clients without the added while cutting down on time and manual intervention.
Primis members who use the network’s exclusive in-house customer relationship management (CRM) system, Toolbox, can take advantage of the new integration that plugs straight into Retain and automatically starts communicating with clients as soon as they complete.
Retain supports advisers by automatically keeping in touch with clients throughout their mortgage journey. The system learns about client needs, sending them firm-branded communications relevant to their current situation, notifying advisers when they are ready to talk about their options. This enables advisers to have a real-time view of their entire client base, understanding what clients care about, so they can provide timely advice and support on next steps, the firm says.
Vikki Jefferies, proposition director at Primis Mortgage Network, said: “Today’s partnership with Eligible is another example of our commitment to helping make brokers’ lives easier through technology. Tools that save time and drive client retention are an asset to any adviser – particularly those looking to grow their business – and this is exactly what our partnership with Eligible will prove our AR firms with more of.
“I hope to see brokers embracing the benefits that Eligible’s Retain platform can provide them and their business as they continue to provide the best possible customer outcomes.”
Rameez Zafar (pictured), CEO of Eligible, added: “We’re pleased to partner with Primis, who are committed to ensuring their members have access to the best tools out there to future proof their businesses. Our client retention solution gives advisers time back, allowing them to focus on submitting more business.
“We look forward to continuing to work with many existing Primis firms who use Retain and getting to know new firms through this invaluable partnership.”
