TMA launches customer retention support for advisers

TMA Club has launched a Customer Retention KIT (Keeping in Touch), designed to help DA advisers get back in contact with clients.

Related topics:  Mortgages
Rozi Jones
19th July 2019
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"Advisers can rest assured knowing they have the resources in place to help them interact and engage with clients regularly"

The KIT will provide further support for members looking to keep in touch with their customers on a regular basis, as well as for those customers approaching the end of their mortgage term.

Resources within the KIT include letter templates, hints and tips for social media, branding support, useful suppliers and links, statistics and infographics.

Lisa Martin, development director at TMA, commented: “As technology gets more and more sophisticated, we are constantly sourcing the best tools in the market which will provide our members with what they really need: ease and speed.

"By launching our very own KIT to help with the customer retention journey, advisers can rest assured knowing they have the resources in place to help them interact and engage with clients regularly – and maintain, if not boost, the number of customers they serve.

"At TMA, we believe that fusing the human touch with technology will provide the ultimate broker experience and with today’s announcement, we hope to support more of our members in doing so, allowing them to strengthen their business in the long-run.”

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