Episode 16: Utilising The Key
In our latest episode of The Sesame Podcast, Mark Charlesworth, Head of Business Consultancy, returns to the hosting seat as he speaks to Nigel Lambert-Jones, Principal at River Finance. This week the focus is on The Key and how to use it as an effective back-office system.
Nigel talks to us about how he uses it to task future phone calls, check cases, have customers check their fact find and more. He speaks highly of the way you're able to plan in reviews and make sure customers are being contacted at the right times to remind them they are due a review.
He also explores the opportunity to use it as a sales driver for protection business by developing a contact strategy through this platform. He talks us through the benefits of the client portal and provides us with a good honest opinion of a system which he finds extremely useful within his business.
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