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TMA extends partnership with Eligible.ai to support DA firms during COVID-19

Jessica Bird

April 27, 2020

customer retention

Mortgage club The Mortgage Alliance (TMA) has extended its partnership with Eligible.ai, to continue offering members access to its customer retention tool, Retain.

The tool is being offered to directly authorised (DA) firms across the TMA Club for a further three months.

This is part of TMA’s commitment to supporting brokers with customer retention, and helping as many as possible boost their remortgage and product transfer business during the COVID-19 crisis.

The Retain tool gives businesses a real-time understanding of their client bases.

The system learns about client needs, sends them tailored, branded communications and notifying advisers when they are ready to discuss their options.

Lisa Martin, development director at TMA, said: “At TMA, we are fully committed to supporting brokers with the tools they need in order to succeed, especially as we face the ongoing COVID-19 crisis.

“It is during times like this when technology becomes a crucial part of a broker’s business and we are confident that the announcement today will be welcomed with positive sentiment across the intermediary community.

“Eligible’s tool will do the legwork for DA firms, helping them re-engage with existing clients so that they can dedicate more time to providing customers with the financial support they need, particularly as the current situation progresses.

“This will help many of our firms boost their product transfer and remortgage offerings over the coming weeks and, ultimately, strengthen their business.”

Rameez Zafar, co-founder and CEO at Eligible.ai, added: “During the current climate, the market is having to adapt to new ways of working in a bid to continue to provide a valuable service to clients.

“Now more than ever, advisers need to embrace technology to communicate, support and provide advice.

“Retain will enable TMA advisers to engage with every client, spend less time on administrative work and focus on what really matters – supporting clients, especially during these uncertain times.

“We are delighted to extend our partnership with TMA to ensure as many members as possible have the best tools to hand to help them succeed in the weeks and months to come.”


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