"We anticipate being able to work 50% smarter and 360 are at the core of that."

 Cooper Associates

“From the initial meeting all the way through to our training the whole experience was exceptional.

The advisers, administrators, our management team and our accounts department were trained over a three day period. This was done to a very high standard. Six hours of classroom training can be challenging to both deliver and receive but it was delivered superbly, it was engaging throughout. Everyone at our business left the training excited about the new opportunity the system presents, and this was a testament to our account manager and their delivery. We have also had follow up sessions which have been extremely beneficial and much more detailed now we are actively using the system. Thank you again.

In addition to this onboarding, we decided to import our client data from our previous CRM provider. Historically, when we joined previous CRM providers, we opted to keep our old system active for client data and run both. Eventually, this proved to be a mistake, so we were keen to get back to using one system. The import was considered and reviewed diligently by the data migration team at 360 and whilst there was a lot of data checking, the eventual outcome was one we were very happy with.

The hardest part was getting good data out of our old system, once this had been achieved the team were working around the clock for us to get it in ASAP. Absolutely everything we had in our previous CRM provider was imported over, from client details to documents and mortgage expiry dates.

We couldn’t be happier with the system. We are very excited about the future developments that are being made and the further efficiency improvements this will make to our processes.

Whilst we made minor changes in the past, our core processes remained the same and were very paper based. With this, we would never be able to give our advisers more time to see and help clients without improving this area. Thanks to 360 Lifecycle, we have now gone 99% paper free using tablets in meetings for fact finding and presenting to clients. Advisers saw efficiency improvements within days following the launch which was incredible to see. We anticipate being able to work 50% smarter with the change and 360 are at the core of that.”

From all of us at Cooper Associates – thank you to 360 Lifecycle and the whole team for supporting us.