TMA Club has announced it is extending its partnership with Eligible.ai to offer members access to an automated customer retention tool, Retain.
The tool is being offered via a special promotion to directly authorised (DA) firms across TMA for another three months.
TMA indicated that Retain would give the business a “real-time understanding” of its client base, and help advisers to keep in touch, nurture, and inform clients automatically – so that advisers keep each client and capture every referral.
The system, which learns about client’s needs, will send them firm-branded communications relevant to their current situation, notifying advisers when they are ready to talk about their options, the club added.
TMA development director, Lisa Martin, commented: “At TMA, we are fully committed to supporting brokers with the tools they need in order to succeed, especially as we face the ongoing Covid-19 crisis.
“It is during times like this when technology becomes a crucial part of a broker’s business and we are confident that the announcement today will be welcomed with positive sentiment across the intermediary community.
“Eligible.ai’s tool will do the legwork for DA firms, helping them re-engage with existing clients so that they can dedicate more time to providing customers with the financial support they need, particularly as the current situation progresses. This will help many of our firms boost their product transfer and remortgage offerings over the coming weeks, and ultimately, strengthen their business.”
Eligible.ai co-founder and CEO, Rameez Zafar, added: “During the current climate, the market is having to adapt to new ways of working in a bid to continue to provide a valuable service to clients.
“Now more than ever, advisers need to embrace technology to communicate, support and provide advice. Retain will enable TMA advisers to engage with every client, spend less time on administrative work and focus on what really matters – supporting clients, especially during these uncertain times.
“We are delighted to extend our partnership with TMA to ensure as many members as possible have the best tools to hand to help them succeed in the weeks and months to come.”
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