360 Lifecycle
CRM for financial advisers
360 Lifecycle is an end to end practice management system, that supports mortgage and insurance advisers to grow their business.
Why do financial advisers choose 360 Lifecycle?
360 Lifecycle provides everything you need to run a successful business in this technology driven time. It allows advisers to manage their clients and creates a more efficient and interactive sales process.
We provide a CRM and back office functionalities allowing clients to become part of their own sales journey. We have sourcing integrations with market-leading third parties and regularly add updates to our system to make our customers business’s as efficient as possible.
What are the key features of our CRM?
Customer relationships and easy, secure two-way interaction are vital in this competitive world so we introduced a secure Client Portal and have a client facing FactFind. Documents can be exchanged securely and clients can fill out their FactFind in their own time. Advisers can plan for meetings and review dates to maximise business opportunities and provide great service as well as managing all prospects through the sales process.
Our back office offers task management, MI & reporting, marketing, TCF questionnaire and accounts.
Award winning CRM system
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"360 Lifecycle demonstrates the value a CRM delivers to advisers. It is essential to have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this giving HL Partnership Adviser Firms the ability to create an engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Frequently asked questions
Who can use 360 Lifecycle?
The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, principle, sales managers, call centres and introducers.
Is my data secure?
On top of providing access controls allowing you to tailor data access to roles, 360 Lifecycle also utilises Microsoft’s cloud based platform Azure, which is a market leader in data security. As well as ensuring data is secured to the highest standard, it allows you to access your data anywhere in the world.
What support do you offer?
We offer initial training, manuals and videos alongside ongoing technical support. Our Support Team are just a call or email away and are available Monday to Friday from 9am until 5:30pm.
Do you have integrated sourcing?
We integrate with market leading mortgage sourcing platforms, as well as protection and general insurance solutions.
