Mortgage Advice Bureau has completed the acquisition of technology and data company, Dashly.
Dashly’s technology will now be tailored exclusively to MAB’s strategic roadmap, ensuring mortgage monitoring is integrated with its CRM, Platform.
Its mortgage monitoring service will become a key interface for customer communications and a tool for improving retention and lead generation across MAB's broker network.
MAB says Dashly will enable it to turn ongoing customer contact into a "meaningful, personalised, and helpful experience". It ensures advisers remain proactive when the opportunity arises to switch to a better deal, whilst also being able to highlight other opportunities to leverage the equity in their customers’ properties.
This two-way engagement encourages customers to share life and financial events to ensure they never pay more than they need to for their mortgage, and to help them assess their protection requirements.
Interactions will be available directly within Platform, ensuring that when advisers engage with customers, they have a complete, real-time view of their circumstances and the most competitive options available.
Peter Brodnicki (pictured), CEO of Mortgage Advice Bureau, commented: “Dashly’s data hub and mortgage monitoring tool align perfectly with our plans to widen the reach of our partner firms and add continuously increased value to existing and future customers. Dashly has a strong and ambitious team, and we have an exciting roadmap we’re working on together.”
