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CRM

Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers

clock 04 March 2024 • 2 min read
iPipeline enters into partnership with Plannr

Technology

iPipeline enters into partnership with Plannr

Adviser CRM company

clock 23 September 2022 • 1 min read

Underwriting

Caspian becomes first adviser firm to unite with UnderwriteMe

Works 'seamlessly', according to adviser

clock 03 September 2020 • 2 min read

PMI

Fixing the lapsed policy problem

It is all very well selling a policy - but if it lapses it does nobody any good. Toni Smith examines retention strategies.

clock 03 December 2013 •

uncategorised

Stepping up to the mark

In light of ever-changing customer needs and expectations, firms are constantly evolving TCF practices. Customer service specialist Derek Bishop explains how businesses can live up to TCF regulations.

clock 01 June 2009 •
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