Opinion
Is your CRM doing enough to support client retention?
Neal Jannels discusses whether brokers’ CRM systems are doing enough to support client retention and capture remortgage opportunity.
Customer Retention
Opinion
Lead magnet ideas that work in mortgages
Terry Blackburn explains how well-targeted lead magnets and prompt follow-up can help brokers generate more high-quality leads consistently.
Financial Advice
The Interview… James Woodfall, founder of Raise Your EI
James Woodfall, founder of Raise Your EI, sat down with The Intermediary to discuss why emotional intelligence is an important part of the modern adviser's toolkit.
Opinion
Customer retention performance in the spotlight
Hamza Behzad of finova discusses how better digital technology can help lenders retain customers amid economic uncertainty.
Opinion
Why reviews are vital to retaining customers
Jake Sandford, head of data and analytics at Smart Money People, explains the importance of reviews in customer retention.
News
Target Group calls on lenders to prioritise mortgage servicing, boost retention
Target Group warned that ignoring the servicing stage could lead to lost profits.
Opinion
Why responding to customer reviews is essential for business success
Jess Trueman of Smart Money People discusses how businesses that ignore customer reviews risk missing insights and losing trust.
Featured
Vaboo launches broker offering to help improve customer engagement
Vaboo’s clients receive live data within their whitelabelled platform, highlighting customer wants and needs, as well as insights into satisfaction levels.
Building Societies
Dudley Building Society reduces rates on retention and further advance mortgage products
The update includes rate reductions of up to 0.40% on existing retention products, the introduction of new discounted rate products, and an expansion of its interest-only options.
Opinion
The power of customer reviews
Jess Rushton, head of business development at Smart Money People, discusses the value and importance of customer reviews in boosting business.
Featured
finova launches customer retention portal
Fully powered by finova’s SaaS banking originations platform Apprivo, the newly improved retention portal has been designed to streamline the mortgage switch journey for existing customers.
The Interview
The Interview… Russell Anderson, customer retention and partnerships director, Paragon Bank
The Intermediary speaks to Russell Anderson, customer retention and partnerships director, Paragon Bank about the challenges faced during last year's volatility, the importance of relationships and the bank's commitment to brokers