Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company, Dashly, whose mortgage monitoring and nurturing platform has served the wider intermediary market for over five years.
This acquisition marks a significant milestone in MAB’s mission to deliver market-leading customer experiences, cementing its position as the leading data-driven partner for mortgages in a rapidly evolving market.
Dashly’s proven technology will be tailored exclusively to MAB’s strategic roadmap, ensuring mortgage monitoring is seamlessly integrated with its CRM, Platform. This integration will allow MAB to synchronise data seamlessly and ensure advisers can always stay one step ahead for their clients.
Dashly enables MAB to turn ongoing customer contact into a meaningful, personalised, and genuinely helpful experience. It ensures advisers remain proactive when the opportunity arises to switch to a better deal, whilst also being able to highlight other opportunities to leverage the equity in their customers’ properties.
This two-way engagement encourages customers to share life and financial events to ensure they never pay more than they need to for their mortgage, and to help them assess their protection requirements.
By leveraging insights from Platform and expanding data and AI capabilities, customer communications will become hyper-personalised. Interactions will be available directly within Platform, ensuring that when advisers engage with customers, they have a complete, real-time view of their circumstances and the most competitive options available.
Dashly’s mortgage monitoring service already achieves market-leading engagement rates, and as MAB enhances the offering, it will become a key interface for customer communications and a powerful tool for improving retention and lead generation across its broker network. MAB is also using AI to create a customer engagement model that not only enhances retention, but delivers genuine lifetime value for customers.
“Dashly’s data hub and mortgage monitoring tool align perfectly with our plans to widen the reach of our partner firms and add continuously increased value to existing and future customers,” said Peter Brodnicki, CEO, Mortgage Advice Bureau. “Dashly has a strong and ambitious team, and we have an exciting roadmap we’re working on together.”
