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In Focus: How automation can revolutionise client retention

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Manage episode 431379350 series 2420018
Konten disediakan oleh The Adviser and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Adviser and Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

Tune in to find out:

  • The opportunity for brokers to write significant volumes from existing clients.
  • The benefits of leveraging innovations such as AI and machine learning.
  • How Sherlok’s retention and refinancing platform works.

And much more!

  continue reading

550 episode

Artwork
iconBagikan
 
Manage episode 431379350 series 2420018
Konten disediakan oleh The Adviser and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Adviser and Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

Tune in to find out:

  • The opportunity for brokers to write significant volumes from existing clients.
  • The benefits of leveraging innovations such as AI and machine learning.
  • How Sherlok’s retention and refinancing platform works.

And much more!

  continue reading

550 episode

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