Twenty7Tec launches partnership with Eligible.ai.
We are delighted to confirm that we’ve partnered with Eligible ai with the intent of delivering solutions that will encourage advisers to use technology to help increase retention rates of existing clients.
With this partnership, we will collaborate in the design, development and deployment of technology that helps advisers easily and automatically maintain regular contact with both existing and new clients through the client lifecycle.
“In Eligible ai, we have found a partner who also understands the role that technology providers need to play in supporting advisers with retention, and we look forward to working with them in the months and years ahead”. – James Tucker, CEO of Twenty7Tec
Retain is Eligible’s client retention tool which communicates on behalf of firms, picking up clients at completion. Retain supports advisers by automatically educating and keeping in touch with clients throughout their product lifecycle up until review.
Please contact your Twenty7Tec Account Manager for further details.