5 ways CoreLogic can help wealth managers and financial planners
CoreLogic can help improve client engagement and understanding of the value of your clients’ most valuable asset – their property. Our products and property insights data can be used in every stage of your client lifecycle; from seeking new business opportunities, growing the services to your existing client base and retaining valuable clients.
- Increase client retention by knowing when their property is listed for sale, thereby having a conversation at the right time
- Add value to your client relationships through regular reporting and property market insights
- Get a clear understanding of the property asset components of your client’s portfolio for your needs analysis and to plan conversations
- Uncover additional needs of clients by understanding the value of their property
- Create contact lists to generate new business with intelligent filtering systems that can be used to identify and categorise new prospects