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In Focus: How automation can revolutionise client retention

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Manage episode 431379350 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

540 episodes

Artwork
iconShare
 
Manage episode 431379350 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

540 episodes

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