Unless you’ve been living under a rock for the past 12 months, you’ll know that tech is essential for your business to succeed in the long term. Everyone is using it, but how do you decide which platform is right for you? Rather than a short-term gain, you want your tech to support and grow your customer and revenue streams, over and over again.

Smartr365 promises users lifetime value through our automated correspondence and updates to keep clients informed throughout the application process and reduce unnecessary enquires which can take up significant time to respond to. Additionally, our automated correspondence features help you retain current clients over the long term when their time to remortgage or move comes around. Rather than a short-term solution, Smartr365 ensures all clients remain connected and informed both through their open application and beyond.

By automating emails at key milestones, Smartr365 ensures that an opportunity is never missed again, all without you lifting a finger. You’d be shocked to know how many advisers and businesses are automating emails, allowing them more time to focus on the complicated cases in need of the human touch, and winning new business.

Want to catch up with the rest of the competition? Schedule a demo today to see how Smartr365 can help your business.