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16 September 2019

Mortgage and Protection network, HLPartnership (HLP) is running six workshops during September for members and also other advisers, keen to see how a forward thinking network can help them grow. The sessions focus on the latest advances in mortgage technology and how they can create greater opportunities to generate new business, speed up processing and promote the marketing of complementary products such as life and home insurance.

The workshops run from 10.00 to 15.00 and include presentations from Twenty7Tec, 360DotNet and Ipipeline. The day also offers opportunities to see how the HLP CRM system can transform customer retention through regular contact as well as new features that have recently been released and future planned developments.

Dates                  Venues

17th September - Wetherby

18th September - Knutsford, Manchester

19th September - Leicester

24th September - Bristol

25th September - Gatwick

26th September - Waltham Forest

All details of the venues and a full agenda are available at
https://www.adviserrecruitment.co.uk/tech-workshops

Shaun Almond, Managing Director at HLPartnership, said, “We understand the role of technology in the mortgage and protection market today and appreciate developments will mean the way the traditional broker communicates with their customers must change. So it is important that we bring together our tech partners along with our IT guru, Stevie Wilmott, to demonstrate how the whole process from sourcing to completion and on risk can be made more seamless and efficient. It is clear that to be able to compete against the future risk of execution-only robo-advice we need to be continually looking to enhance our tech offering to members.

HLP’s advisers should not be afraid of the advances in technology. With the support of the network and our technology partners, they can embrace the huge advantages and opportunities technology affords to help future proof their own businesses. Over the past few years HLP has invested heavily in our IT and tech support, which we know creates business opportunities, provides service efficiencies, and tools to encourage regular customer contact.”

Shaun added, “We know that customers prefer having an adviser to provide the right support. Utilising the benefits that technology offers, allied to their lifetime skills of customer interaction, brokers offer a far more potent and responsive service than robo-advice can ever hope to provide. With two of HLP’s directors in attendance as well, members and non-members alike also have opportunities to discuss any issues they have and hear about the opportunities that arise”