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Sesame partners with client management tech provider

Sesame partners with client management tech provider

Sesame has partnered with mortgage and protection fintech Smartr365 to provide its advisers with client management technology and a suite of analytical tools.

The software supports advisers with the acquisition, verification, advice, processing, cross-selling and retention of clients across mortgages, protection and general insurance, as well as providing a suite of analytical tools.

Sesame said the partnership will help its members deliver a better customer experience.

The network will fund the cost of Smartr365’s platform for its members. 

Richard Howells, chief operating officer of Sesame Bankhall Group, said: “Cutting-edge technology that assists advisers with continuous customer engagement across a wide range of areas is increasingly important in an evolving industry such as ours. 

“In response to this challenge our group is joining forces with the industry’s best technology providers. Smartr365’s solution forms part of this vision, offering the right fit at the right time for our network.”

This latest partnership comes as last week, PMS Mortgage Club, part of Sesame Bankhall Group, created a panel of customer relationship management system providers for its 6,000 directly authorised members. Smartr365 will also be part of this panel.

Billy Grimley, chief commercial officer at Smartr365, said: “Together we’re taking a whole of market approach, using innovative technology to solve the biggest challenges facing everyone in the mortgage journey.

"We believe the future of mortgage tech is a fully connected eco-system that eliminates the friction and stress for brokers, consumers, introducers, networks, and lenders.

"We’re incredibly proud of the vote of confidence that Sesame partnering with us represents. It’s an exciting journey that we’ve begun, and together we’re going to make mortgages simple.”

sonia.rach@ft.com

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