Retention Marketing

Keep your customers for longer

Retain more clients with automated marketing

Schedule a demo
Overview

Increase your retention rates with better customer engagement

An email notification icon with the text 68%

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.

TRUSTED BY
313 Financial LogoBlueberry Mortgages LogoEweMove LogoFinance Advice Centre LogoRose Capital Partners LogoSaffron Building Society Logo
Benefits

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.​

Start keeping your customers for longer
Schedule a demo
Features

Digital tools for seamless automation

finova Retention marketing Screenshot on mobile
User-friendly dashboard
Mortgage rate monitoring
Customisable branded emails
Automated cross-selling
Personalised product reports
Pre-populated forms

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.”

“The resulting client engagement has been remarkable and the ensuing increase in business very apparent – long may it continue!”

Integrate your retention marketing with finova’s broker solutions  

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finova Broker CRM

Process more with a highly configurable CRM system.

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Client portal

Collaborate with your customers and speed up applications.

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Customer Onboarding

Generate and qualify your leads digitally

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Do more, earn more, waste less. 
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