CRM for Financial Advisers

360 Lifecycle is an end to end practice management system, that supports IFAs, mortgage and insurance brokers, to grow their business.

Why choose 360 Lifecycle for financial advisers?

360 Lifecycle provides everything you need to run a successful business in this technology driven time. It allows advisers to manage their clients and creates a more efficient and interactive sales process. 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 and regularly add updates to our system to make our customers business’s as efficient as possible.

What are the key features of our CRM?

Customer relationships and easy, secure two-way interaction are vital in this competitive world so we introduced a secure Client Portal and have a client facing FactFind. Documents can be exchanged securely and clients can fill out their FactFind in their own time. 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. Our Back Office offers Task Management, MI & Reporting, Marketing, TCF Questionnaire and Accounts.

CRM system for mortgage and protection advisers

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TRUSTED BY THOUSANDS OF ORGANISATIONS ACROSS THE UK

“360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Dotnet team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition.”

Alexander Hall

“When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!”

Daniel HobbsManaging Director at New Leaf

“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 Dotnet provides this platform giving HL Partnership 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 Dotnet is a platform that has the modern day HLP advisers at its core.”

Shaun AlmondManaging Director at HLP

"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."

Steve FryettManaging Director at Lifetime Connect

"We are pleased to sign a new agreement with 360 Dotnet to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."

Kevin BlountHead of Operations at Clever Mortgages

Frequently Asked Questions

1

Who can use 360 Lifecycle?

The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, principle, sales managers, call centres and introducers.
2

Is my data secure?

360 Lifecycle utilises Microsoft’s Cloud Based Platform, Azure. Microsoft has an obligation to protect 360’s data, security and privacy. Therefore, keeping your data safe. Data is not restricted by the size of your computer and can be accessed by you from anywhere in the world.
3

What support do you offer?

We offer initial training, manuals and videos alongside ongoing technical support. Our Support Team are just a call or email away and are available Monday to Friday from 9am until 5.30pm.
4

Do you have integrated sourcing?

We integrate with market leading mortgage sourcing platforms, a market leader for protection and general insurance solutions.

6,000

users consisting of 2,000 brands

195,000

Client Portal Users

290

billion pounds of mortgage lending facilitated since 2010

Why financial advisers love our product

Our product keeps mortgage and protection advisers on track of their daily activities, saving time, costs, improving relationships and increasing productivity. 360 Lifecycle was built to focus on advisers and their customers by introducing a secure Client Portal and FactFind. Our Client Portal allows secure interactions from anywhere in the world and our FactFind allows documents to be exchanged easily saving advisers 45 to 90 minutes of data entry per FactFind. Previously, advisers were frustrated as they spent their time looking for a system to not only run their day to day business, but one that could proactively manage customer relationships.

AWARD WINNING

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