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Who are we?
360 Dotnet’s complete end to end practice management system, 360 Lifecycle, has powerful client engagement tools that streamline processes for financial advisers and their clients. We provide everything you need to run a successful business in this technology driven time.
How can we help your business?
360 Dotnet has an exciting new integration to help the mortgage, protection and GI process. We will soon be offering a digital document identity verification and AML checks. Advisers will be able to record and electronically identify clients by sending them a link, enabling them to verify themselves by taking a photo, or uploading a picture of their ID. Advisers will be able to check permanent addresses, PEP’s and sanction hits and the electoral register. This will help reduce the risk of fraud and increase security and trust for clients. It will decrease time delays by speeding up client on-boarding.
Did you know?
- Our Client Portal allows advisers and clients to interact securely, with over 125,000 users.
- Our FactFind integrates with our sourcing partners saving advisers 45 to 90 minutes of data entry per sales journey.
- Over 6,000 users with over 2,000 brands across nationals, networks and small brokerages.
- 360 Lifecycle also offers Task Management, MI & Reporting, Marketing, Accounts and more.
If you have any questions or would like more information, you can contact 360 Dotnet directly on 0116 2408621 or enquiries@360lifecycle.co.uk or you can visit: https://360dotnet.co.uk/ and follow us on LinkedIn and Twitter @360Dotnet.
