360 Lifecycle is the ultimate client management system specifically developed for those within the financial industry to put you in control of your business, data and company processes.
360 Lifecycle focuses financial advisers on improving customer service, maintaining strong client relationships and creating new opportunities. With over 15 years of experience within the Financial Services sector, we know that good relationships and trust are key to giving sound advice and building your client portfolio.
That’s why we are always striving to keep advisers ahead in the digital world, expanding opportunities for engagement and new business. 360 Lifecycle isn’t just a Customer Relationship Management System it’s focused on the intermediary market and it’s the last Customer Relationship Management system you’ll need. Putting your clients and your future opportunities at the forefront.
As part of our commitment to improve your client relationships , 360 DotNet have introduced MyFinancecentre, the digital Financial Portfolio that puts your clients in control; it’s easy to access, keeps you updated with any changes to your clients financial situation and is full of the tools your client requires to plan and forecast for a brighter financial future.
360 Lifecycle is constantly innovating to stay ahead of modern technologies and we are now proud to announce a system which will be offering full end to end client relationship management, see here for our trailer; Click here
360 DotNet are pleased to be partnered with the Ozturk Group, a renowned International Conglomerate with a combined turnover $11 Billion, who share our passion in providing innovative software solutions in the UK Financial Sector and beyond.