New Leaf reports increased productivity and sales aided by new tech
13 September 2018
New Leaf Distribution, the national Wealth, Mortgage and Protection network based in Southend on Sea Essex, have announced its recent 12-month’s performance has been one of its most successful with increased sales, greater client retention and growing adviser numbers. Having grown by 30% in previous twelve months to over 170 advisers, the network continues to apply its core values that generates long term loyalty of both advisers and staff. During this period, there have been a number of challenges such as new legislation, changes to business processes and implementation of a new technology solution.
Mark Hobbs, CEO of New Leaf Distribution, commented that “it’s the passion and determination of everybody in the network looking to deliver the only objectives we have, expertly servicing clients and providing exceptional client outcomes. The previous twelve months has allowed us to grow, but in a sustainable manner that has been assisted by the introduction of a new technology platform.”
Hobbs continues, “As a network our technology requirements cover a wide spectrum of activities from the adviser handling leads, having a consistent FactFind process, how we could introduce the client into the process, back-office fulfilment, accounts processing and reliable management information, to name but a few. Having chosen 360 Dot Net in early 2017 and officially launching last September, we saw an immediate impact that is continuing to build as we speak. Having a focused adviser experience significantly improves productivity, features like the client FactFind and Portal has increased client on-boarding and surprisingly helps with the recruitment of advisers who rightly expect regular and visible improvements to the technology offering a network provides.”
Carlos Thibaut, CEO of 360 Dot Net, commented on New Leaf’s success, “I am delighted that 360 has played some part in the story of growth and development of the New Leaf network. 360 Dot Net’s philosophy is to provide a tailored solution that works for a single-person practice that scales up in terms of performance and functionality for networks like New Leaf that is underpinned with a strong and established security infrastructure. I’m looking forward to how we continue to help great businesses like New Leaf and create innovative solutions that improves the advice process for clients, intermediaries, networks and the overall industry.”
