In Focus: How automation can revolutionise client retention

The Adviser Podcast Network

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2M ago 33:07

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As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

Tune in to find out:

The opportunity for brokers to write significant volumes from existing clients.
The benefits of leveraging innovations such as AI and machine learning.
How Sherlok’s retention and refinancing platform works.

And much more!

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