Retention Marketing
Keep your customers for longer
Retain more clients with automated marketing
Increase your retention rates with better customer engagement
of customers who receive reminder emails are influenced to stay with their mortgage broker
The Retention Marketing Module engages with customers throughout their mortgage deal with complementary products; and also towards the end of their deal prompting them to renew through a stream of ecommerce-like personalised emails.
The easier way to retain customers
Increase retention
Automatic deal end reminders and tailored mortgage renewal options.
Personalised service
Improve customer relationships with personalised, automated emails and contact tracking.
More opportunities
Increase cross-selling opportunities and average revenue per user.
Digital tools for seamless automation
What our clients say
“Everything I do now is designed to free up as much of my time as possible. I chose the finova CRM with its built-in automation so that it frees me up to do the things that I’m best at.”
“Since switching from an old CRM system to finova Broker CRM it has been a breath of fresh air! The system is great and easy to use.The features on it make every day working much more easier and quicker! Overall it’s a great system and would highly recommend.”
Integrate your retention marketing with finova’s broker solutions
finova Broker CRM
Process more with a highly configurable CRM system.
Learn more
Client portal
Collaborate with your customers and speed up applications.
Learn more
Customer Onboarding
Generate and qualify your leads digitally
Learn more
Do more, earn more, waste less.
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