Leadbay has teamed up with 360 Lifecycle, the client management system for financial advisers.
The lead generator will deliver its leads straight into the 360 Lifecycle system and will populate the client management system automatically.
It will make it easier for brokers to make the initial call to the client and should increase conversion rates, Leadbay claims.
Grant Stevens, managing director at Leadbay, says: “Advisers will not only be able to manage their client relationships more efficiently and compliantly but also develop more opportunities and measure the full return on their sales and marketing investment.”
Paul Merrigan, CEO of 360 Lifecycle, said: “We see an excellent fit in terms of the support both products give to advisers; the timely management information, fundamental elements of the TCF principals and genuine opportunities to develop profitable businesses.”