Sesame Bankhall Group (SBG) has announced a partnership with Eligible.ai to give members access to an automated relationship management tool for their mortgage clients.
The Eligible.ai solution, which will be available immediately to directly authorised members of PMS, will see SBG fund the cost of the service for its appointed representatives as part of their network package and will come into effect when its rolled out to member firms over the summer. The automated relationship management tool was designed to help advisers maintain and update their existing client relationships. The Eligible.ai platform delivers automated communications tailored to each client's specific need. This includes offering market news updates, product and educational cont...
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