“We started to use 360 Lifecycle in March, after trialling a number of sourcing and CRM systems, and can honestly say 360 is far and away the best we have found. Since using 360 we have drastically cut down the time taken to compliantly record a sale and sale file; our protection sales have increased considerably also.
To have the adviser diary, factfind, mortgage sourcing, protection sourcing, back office, compliance and commission / adviser payments on one platform is such a breath of fresh air compared to the numerous disjointed systems we were using previously.
I can also say that the support team are the best and most responsive software help desk that I have dealt with, call them with a problem, or something that you need explaining, and invariably they resolve the issue there and then.
My only regret is that I didn’t implement 360 Lifecycle into our business earlier!”
- Sam Clarke, CSC Financial