MoneyQuest announces new platform to help brokers keep clients

by Mike Wood02 Aug 2021

Mortgage broker franchise group MoneyQuest has announced a long term tech solution to retaining and nurturing customers over the life of a loan with a new proprietary software that can maximise value for franchisees.

Developed with software company Blended Digital, their marketing platform is built on the idea that three quarters of client interaction comes after their loan is settled, and that managing communication with clients after they get their cash is vital to keeping them on board.

The tech uses predictive analytics and AI to market new products to customers, as well as notifying them as their circumstances change over the life of a loan.

It is MoneyQuest’s next big announcement, coming hot on the heels of their meteoric rise from inception to zero to 100 franchises in just 5 years.

“We are thrilled to share that after 12 months in operation, MoneyQuest’s fully automated, client communications system is a complete success,” said MoneyQuest managing director Michael Russell.

“It has more than proven its worth, with thousands of clients responding to the automated emails each month, highlighting the technology’s capacity to trigger repeat business opportunities and facilitate client retention.”

“This is one piece of the puzzle that the industry has been grappling with for some time, and I’m so pleased that our franchise owners no longer have to worry about developing and executing their own client contact programs.”

“Now they can solely focus on generating fresh leads knowing that in the background, they are in regular contact with all of their customers.”