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
Automatic deal end reminders and tailored mortgage renewal options.
Improve customer relationships with personalised, automated emails and contact tracking.
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.”
“The resulting client engagement has been remarkable and the ensuing increase in business very apparent – long may it continue!”