360 Lifecycle – the client management system from Lifetime Group – has agreed to supply a key component of its system to SPF. Meanwhile, Lifetime Financial Management and Lifetime Wealth – the two advisor arms of the Group – have agreed to distribute development and bridging finance through SPF’s specialist subsidiary, SPF Short Term Finance.
Carlos Thibaut said: “This is an exciting new relationship and provides a great example of market collaboration. 360 Lifecycle will be supplying their data mining tool – Campaign Manager – to assist SPF in their targeted communications to its large client bank, which is absolutely vital in today’s market.
“We are also delighted to announce that our advisers at The Lifetime Group are now utilising SPF’s expertise to fulfil those clients with specialist needs, a vital part of an adviser’s armoury in the current climate.”
Alex King, executive director of SPF Private Clients, added: “We have a very large bank of clients and business contacts and Campaign Manager will deliver some clever and sophisticated segmentation of this data.
“Having this tool will undoubtedly further enhance the communication of our products and services to our target markets. Furthermore, we are delighted that Lifetime advisers can now access our knowledge of the specialist markets through SPF Short Term Finance, this is a very sensible strategic alliance which we are confident will be of significant value to both parties.”