System Details

360 Lifecycle is not just a CRM for intermediaries and financial advisers. We offer a full practice management system which provides a range of tools that can be tailored to the individual needs of your business. We’ll work with you to securely transfer and store your data into our system, then our experienced training staff will train you to unlock future increased sales opportunities.

Please join us for a free introductory webinar of the system. In these sessions, we cover our Adviser components for all pre-sales work, and Office components for post-sales.

HotBox – This unique tool acts like a ‘to-do’list, ‘call to action’ or ‘reminder list’. Client events, such as reviews or policy renewals, are automatically added to your “HotBox” so you can clearly see what actions you need to take in the near future. You can schedule your own events for any future time (including 5 year increments) rather than having to remember or store the information elsewhere.

Client Search & Segmentation tools – Quickly search for clients against a wide range of criteria, either to identify specific markets for client servicing or to find exact portfolio details when speaking with a client.

Campaign Manager allows you to set multiple criteria as a data query to identify specific groups of clients. For example, you may wish to market to all clients that have an ISA. Once you have your list, you can export the data or send an email, SMS, or letter to each of those clients. Our template function has a ‘mail-merge’ option which allows you to personalise your communication at the click of a button. Download our guide on Getting the most out of Campaign Manager.

Diary – All appointments are recorded against the appropriate client entry within 360 Lifecycle, and our diary easily integrates with Outlook and smartphones. If you choose to do so, you can set up the diary system so that individuals or groups can see each other’s diary.

Referral Tool – send and receive client referrals to increase your collaboration with other advisers whilst staying in control of the sales process, and increasing earnings in the process. Multiple advisers can deal with a client whilst maintaining one holistic client record.

Accounts module – This gives you the ability to set up pay schemes for advisers, provide statements, create banking receipts and export data to Sage 50.

Compliance Manager – Maintain your compliance requirements through the system and set up tracks.

TCF Questionnaire – At a push of a button, a simple survey is sent to post-sale clients. When received, the information helps you improve your service and can highlight future sales opportunities.

Management Information – View a wide range of data to understand the precise nature of your business and undertake capacity planning. You can have access to reports such as pipeline business, adviser activity, referrals and the number of TCF questionnaires sent and received.

Portfolio Manager – This gives a helicopter view of your clients’ assets, liabilities and protection. Capture all the products on which you have given advice and add other financial products that the client may own to identify new sales opportunities.