Twenty7Tec and Eligible launch partnership to improve retention rates

Twenty7Tec and Eligible ai have announced a new partnership in a move to encourage advisers to use technology and help increase retention rates among existing clients.

The pair will collaborate in the design, development and deployment of technology that helps advisers easily and automatically maintain regular contact with both existing and new clients through the client lifecycle.

Twenty7Tec designs and builds technology that is intended to make the process of searching, applying for and obtaining a mortgage a more simple, faster and more efficient process. The mortgage technology solution provider’s CloudTwenty7 platform is used by over 14,000 advisers to both search and apply for mortgages for their clients.

Retain is Eligible’s client retention tool which communicates on behalf of firms, picking up clients at the completion stage. The tool supports advisers by automatically educating and keeping in touch with clients throughout their product lifecycle.

Twenty7Tec CEO, James Tucker, commented: “We are very aware of the role that technology needs to play in helping advisers maintain regular contact with their clients, ensuring the continued delivery of excellent customer service and supporting client retention.

“In Eligible, we have found a partner who also understands the role that technology providers need to play in supporting advisers with retention, and we look forward to working with them in the months and years ahead.”

Eligible CEO, Rameez Zafar, added: “We’re excited to announce this partnership with Twenty7Tec. We believe retention starts the day after completion – so this partnership is about having connectivity that facilitates this.

“Our shared vision is to jointly design and deliver solutions that ensure advisers retain as many of their clients as possible in the face of increasing competition. With potential challenging markets ahead, advisers may see their customer acquisition costs rise; and this partnership will streamline retention to offset this pressure.”

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