PRIMIS Mortgage Network and Eligible.ai have agreed a new partnership that will give the network’s appointed representative (AR) brokers access to Eligible’s personalised client engagement platform, Retain.

Members of PRIMIS will be given exclusive access to the software as the network looks to help advisers grow their businesses and retain more clients.

PRIMIS members using the network’s 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.

Eligible’s client retention tool, Retain, supports advisers by automatically educating and keeping in touch with clients throughout their mortgage journey, and freeing up advisers’ time to focus on advice and submitting business. The system learns about client needs, sending them communications relevant to their current situation, and notifying advisers when they are ready to talk about their options.

Commenting on the move, PRIMIS proposition director, Vikki Jefferies, called the partnership an example of the network’s commitment to “making 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,” Jefferies said.

“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.”
 
Eligible CEO, Rameez Zafar, 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.”

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