Data-rich practice management system for financial advisers. Grow revenue, manage clients and reduce costs.
360 Lifecycle is a leading provider of innovative financial services solutions, empowering mortgage and insurance advisors to achieve unprecedented business growth. With a comprehensive, data-rich practice management system, 360 Lifecycle streamlines operations, enhances client relationships, and drives revenue for financial professionals across the United Kingdom.
Located at Unit 18b, Meridian Business Park, off East Link, Leicester, Leicestershire LE19 1XW, GB, 360 Lifecycle offers a secure Client Portal and FactFind that supports advisors and their clients, boasting over 223,000 portal users. The platform integrates seamlessly with sourcing partners, saving advisors valuable time and resources by automating data entry and optimizing the sales journey. The company also has an office at 12-14 Upper Malborough Road, St Albans, Herts, AL1 3UR, GB.
By choosing 360 Lifecycle, financial advisors gain access to cutting-edge tools that facilitate efficient client management, appointment scheduling, and task organization, fostering new opportunities and strengthening existing relationships. The company's office tools provide real-time insights, enabling advisors to stay ahead of the competition. 360 Lifecycle is committed to driving success for its clients in the dynamic financial landscape. We invite the manager of 360 Lifecycle to create a customized and exclusive company showcase and product listing on our platform.
360 Lifecycle est un fournisseur leader de solutions de services financiers innovantes, permettant aux conseillers en prêts hypothécaires et en assurances de réaliser une croissance commerciale sans précédent. Grâce à un système de gestion de cabinet complet et riche en données, 360 Lifecycle rationalise les opérations, améliore les relations avec les clients et génère des revenus pour les professionnels de la finance à travers le Royaume-Uni.
Situé à Unit 18b, Meridian Business Park, off East Link, Leicester, Leicestershire LE19 1XW, GB, 360 Lifecycle offre un portail client sécurisé et FactFind qui soutient les conseillers et leurs clients, avec plus de 223 000 utilisateurs du portail. La plateforme s'intègre de manière transparente avec les partenaires de sourcing, ce qui permet aux conseillers d'économiser du temps et des ressources précieux en automatisant la saisie des données et en optimisant le parcours de vente. L'entreprise possède également un bureau au 12-14 Upper Malborough Road, St Albans, Herts, AL1 3UR, GB.
En choisissant 360 Lifecycle, les conseillers financiers ont accès à des outils de pointe qui facilitent la gestion efficace des clients, la planification des rendez-vous et l'organisation des tâches, favorisant ainsi de nouvelles opportunités et renforçant les relations existantes. Les outils de bureau de l'entreprise fournissent des informations en temps réel, permettant aux conseillers de rester en tête de la concurrence. 360 Lifecycle s'engage à favoriser le succès de ses clients dans le paysage financier dynamique. Nous invitons le responsable de 360 Lifecycle à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Compare 360 Lifecycle with 3 companies in Financial-Services
| Comparison Field |
360 LifecycleMain Company |
ribbit consultingView Profile |
FinopzView Profile |
INSTINCTView Profile |
|---|---|---|---|---|
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Founded Year
|
— | 2016 | 2017 | |
|
Company Size
|
— | 1 employee | 11-50 | 11-50 |
|
City
|
Leicester, Leicestershire | Emsworth, Hampshire | London, England | |
|
Country
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United Kingdom | United Kingdom | ||
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Skills & Keywords
Comparing with main company
|
18 Total Skills
Financial Services
Practice Management System
Mortgage Sourcing
Client Relationship Management
Financial Technology
Data Analytics
Insurance Solutions
360 Lifecycle
Back Office systems
Financial Portal
CRM
Client Portal
FactFind
GI Sourcing
Protection Sourcing
FinTech
EIDV
AML
|
23 Total
23 Unique
Unique Skills:
Advisory
Brawareness
Business development
Buying processes
Coaching / Mentoring
Crossing the chasm
+17
|
6 Total
6 Unique
Unique Skills:
Automation
Banking
Compliance
Due Diligence
RegTech
Risk
|
17 Total
17 Unique
Unique Skills:
Asset Management
Automated Investment Reporting
Client Experience
Client Reporting
Digital Client Experience
Digital Fund Centre
+11
|
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