"360 Lifecycle is a platform that has the modern day HLP advisers at its core."
Shaun Almond, Managing Director at HLP
“The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. Whether face to face or remote it is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines.
It is more important than ever before that an adviser can access their data, identify opportunities to meet needs, and ultimately stay in touch with customers.
360 Lifecycle provides this platform giving HLPartnership adviser firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data.
360 Lifecycle is a platform that has the modern day HLP advisers at its core.”
