I just wanted to drop you an email to sing the praises of your support staff and in particular Stevie Wimlett who has just took my call. Firstly, the call was answered within seconds and then Stevie wasted no time logging onto my system and helping me with my query – fantastic service.
I am sure it will be the first call of many until I master the system but really enjoying how efficient the programme is.
Impact Financial Associates are financial planning / Mortgage Intermediary based in Burton on Trent.
We believe our existing clients are the foundation to our business. To create a strong foundation we required a system that enabled us to keep in touch with each and every client on product renewal and in addition would also flagged an annual review.
From our start up in Nov 2007 we trialled several back office / clients management systems, however, nothing really delivered our perfect concept of “keeping in touch with our clients” until 360 came along.
360 was still in its infancy when we made the decision to adopt it for Impact, we were nervous as changing meant work load in re keying client information in addition to the Intrinsic imports but no pain no gain. After the initial tidy up we were pleased we had found a system which finally delivered what it said on the tin !
Frequent updates followed, each improving the 360 system further, teething problems have disappeared and the updates are now enhancement rather than fixes.
The legendary “hotbox” has enabled us to ensure no clients are missed along side the client servicing proposition which ensures we deliver our commitment for financial services regulation.
Our clients receive a “Happy Birthday from all at Impact” on their special day via campaign manager which help sets us apart from the competition. We have also used the campaign manager to obtain additional business on a regular basis. This also counts towards “keeping in touch with our clients” as each contact we make is registered in the clients file giving an audit trail.
We use the Client survey religiously once again satisfying FCA requirements and giving audit trail, using feedback in consultant 1:2:1′s but more importantly giving an opportunity to speak with the clients to obtain referrals.
The reporting system is fantastic enabling virtually any report to be extracted and from experience if something isn’t available 360 will develop it. For example:
We had the idea of an electronic ATR being developed the same way as the client survey. 360 listened, thought this could be useful to not only us but other companies and this is about to be launched in a future update.
All of the 360 team are so friendly, helpful and knowledgeable they find solutions not excuses. They feel like part of the Impact team not another company.
To summarise, 360 has grown with us and continues to help us to grow.
Impact Financial Associates Limited
Impact Wealth Management Limited
‘I have used the Electronic TCF Questionnaire facility for several years. It is easy to use, creates an audit trail from date sent to date received but also provides feedback and potential new opportunities for now and in the future direct from the client. After completion of any sale, with 2 clicks of the mouse the electronic feedback questionnaire is sent documented date and also received documented date. Fast, easy to use, efficient and satisfying my requirement for treating customers fairly.
The new Web App is a revolution for my business as it allows me to access to all my clients information within seconds. The app allows me to speak with any client at any time with all relevant information about client policies and or mortgage information wherever I am. Fantastic facility while out and about’.
Andrew Dunster, Andrew Dunster Associates
“We started using the full 360 Lifecycle system at the back end of 2013. Once you get to know the system it is easy to use. It is regularly updated and any problems we find are borne in mind when updates occur.
Since using 360 Lifecycle our productivity has increased dramatically and it’s an easy way of keeping in contact with our clients so they feel we are dealing with their needs constantly, resulting in them staying with us and increased new business.
Now attachments can be included within email campaigns it makes sending out our client newsletters each month so much easier also.
360 Lifecycle is certainly a system to use and makes the business flow more easily, therefore giving us more time to deal with other matters”.
John & Tracey Inkley of Advanced Mortgage Solutions.
“Love the new ATR q’aire and had a successful play with it today.”
Blueprint Southwest LTD
“Now that we have been operating with the 360 system within our business for over 12 months, I just wanted to let you know how impressed we are. Implementing the system really has streamlined our company, so much so that we have increased business levels by over 30%. It enables us to monitor our existing client accounts so efficiently that we are able to focus our time and efforts on growing our client bank, without having to concern ourselves, on a day to day basis with when client reviews are due. Our administration department has also benefited greatly, enabling each staff member to effectively double the amount of cases they are dealing with. The support 360 provide is also extremely helpful and are a pleasure to deal with. Overall, we couldn’t be happier with the positive impact the system has had on our business.”
Marquis Financial Services Ltd
‘As a Financial Services company we appreciate the cost of lead generation, it is therefore imperative that we keep in touch with our existing clients. 360 Lifecycle has helped to increase our turnover considerably by ensuring that no opportunities for business are missed, with the use of the unique “hotbox”. The campaign manager is excellent and another opportunity as a business generator requiring very little effort. Our clients love the “Happy Birthday” Texts they receive on their special day, giving us the edge over our competitors.”We look forward to working with 360 in the future, taking advantage of their developments and utilising their knowledge and expertise of our market.’
Director of Impact Financial Associates Ltd
The System is a huge time saver, you’re able to centralise and prioritise all information in ‘Hotbox’ and the system even communicates with Outlook providing us with a centralised and potentially a paper-free method of managing and growing our business.
Core Financial Planning
I sent 60 emails to clients a couple of weeks ago as part of the Mortgage No Protection campaign and it’s already generated nine pieces of business for my company.
Principal of MME Limited
I would like to thank your colleague Kealy Wal who was extremely helpful and courteous. I look forward to working with the 360.Net team in the near future
Head of Financial Operations & MI, Amicus Wealth
I would not hesitate in recommending the system and have done so on several occasions. I am a more organised person and can prove my value to all my customers now, because every time I contact them I am creating an audit of our relationship.
JDA Financial Securities/Mortgage Masters
Having viewed a number of systems I would have no hesitation in recommending Lifecycle 360. Its ease of use and fantastic Management Information, combined with the excellent Campaign Manager puts it streets ahead of most other competitors
It gives me instant access to information, and information is power.
Previous business documents can be accessed easily, which gives you a better picture when speaking to clients.
I feel in total control because of systematic recording of actions taken with clients and the diary follow-up (hotbox)
I am able to generate sales because the Hotbox pulls through annual reviews and sales opportunities are also pulled through from TCF survey.
The system highlights future sales opportunities for me.
The HotBox is a powerful tool for keeping up-to-date with opportunities.
I like the fact that you can upload client docs. This is much easier than having paper files everywhere.
When a lender requests a document we can just upload it to their system straight away. Very time efficient.
When used properly it helps me be more organised.
What I like about 360 Lifecycle is the way you can collate client data all in one place as opposed to having many files for the same clients.
When you spoke of your support people I must admit I was a little sceptical as, in my experience support teams don’t often match up to their name – your team really does.