360 Lifecycle is a complete end to end practice management system, providing everything you need to run a successful business in this technology driven time. We provide a CRM and Back Office functionalities allowing clients to become part of their own sales journey. We have sourcing integrations with market-leading third parties. We are regularly adding further integrations and updates to our solution and aim to make our customers business’s as efficient as possible. 360 Lifecycle has over 6500 users and whilst most of them are in the Mortgage and Protection market, there is an increasing number of firms adopting it for their Wealth aspects with continuous improvements being made to support all Financial Advisers.
We have recognised strong customer relationships and easy, secure two-way interaction are vital in this competitive world. We were one of the first to introduce a secure client portal and to have a client facing factfind. Documents can be exchanged securely rather than having to send emails or letters and clients can fill out their factfind at a time which suits them. Leaving a full audit history within our CRM system allowing users to see the process taken for each sale.
360 Lifecycle helps advisers manage their diary allowing them to effectively service their clients, both new and existing. Advisers can plan for meetings and review dates to maximise business opportunities and provide great service as well as managing all prospects through the sales process.
360 Lifecycle’s Back Office offers Task Management, MI & Reporting, Marketing, TCF Questionnaire and Accounts, enabling businesses to flourish.