Page 9 - The Pulse Issue 6 Online

360 Lifecycle software to be

deployed by Ingard

Client engagement has proven to retain clients with
automated service reviews and regular communications
through 360’s Campaign Manager and Client Portal. The
Client Portal starts a digital relationship between the
adviser and client, generating new servicing and non-
advised opportunities while reinforcing the advisor’s
service, an example being regular automated property
valuations. The Client Portal builds on each great client
outcome and increases the stickability between an adviser
and their clients.

Carlos Thibaut, CEO of 360, reflected on the selection
process where, “Ingard raised a high bar in their selection
of a technology provider and I’m delighted to say that they
selected 360. Both front and back office technology is
fast becoming a differentiator for major businesses in the
360 Dot Net are delighted to become Ingard’s financial services sector. The capabilities in our practice
management system, FactFind and Client Portal, delivers
technology partner providing the 360 Lifecycle time saving and opportunity generating functionality in
practice management system, FactFind and a secure environment that firmly places Ingard advisers
Client Portal. ahead of the competition.”

Formed in 2010, 360 Lifecycle has been in use since Data security is becoming a more prominent topic in
2004 as a bespoke product for the Lifetime Group and its modern life with recent high profile incidents reported
business partners. Now an independent company, 360 Dot in the press. 360 Dot Net embeds security into all its
Net is one of the few truly independent software houses in products with recognised industry standard protocols and
the intermediary sector who recently secured investment techniques. All 360 systems are hosted on the Microsoft
from a FTSE 100 investment company. 360 Lifecycle has Azure Cloud, its system infrastructure benefits from strong
over 5,000 users and handles over 1¾ million active client physical and logical security coupled with flexible scalability
records for three major financial networks and a sizable options. Lastly, 360 runs penetration testing that allows
DA presence. intruders and hackers to test the security and robustness
of 360’s system on a regular basis, with any vulnerabilities
360 software sets itself apart by following the mortgage swiftly actioned.
and protection sales and administration process, following
opportunities and servicing reviews through FactFinding 360 is future-proofing advisers by taking heed of
and sourcing to fulfilment with post-sale and review. contemporary market demands, developing new features
Throughout the process, all 360 products reduce the and adapting to address new legislative requirements.
amount of unnecessary or repeated data entry, sharing Carlos Thibaut concludes, “Change, disruption and FinTech
data between the CRM, client facing FactFind, the main is becoming the norm in the market. By using our existing
FactFind with mortgage, protection and GI sourcing, and innovations, such as the Client FactFind and Portal, we can
the Client Portal. With a focused front-office system for then exploit and build new capabilities for intermediaries
advisers to handle day-to-day activities, its back-office to capture and retain new business, while responding to
solution provides a rich workflow system for administrators changes and trends to ‘keep advisers ahead in a digital
as well as tools for sales and marketing. world.’ “

Carlos Thibaut
CEO of 360

8