We will be looking at the tools, support, and activities that help brokers deepen customer relationships and retain customers.
We recognize that in the current market of increasing interest rates coupled with the ongoing aggression of lenders seeking direct customer relationships, it is more important now than ever that brokers are ensuring that they have long and deep customer relationships.
Our guest panellists include:
Adam Grocke - CEO and founder of customer retention software Sherlok
Jenna Devenport - Experienced banker, broker, and business leader
Ben Shapira - CEO and founder of customer relationship app Diniero
and your Host - Andrew Stevens of the Online Broker Think Tank.