Want More Client Referrals?
When’s the best time to call your clients?
How Often Do Your Clients Say “Thanks for Calling”?
What’s the True Value of Keeping a Client?
Turn One-Time Clients Into Lifetime Clients – we make calls that count!
Keeping Clients helps mortgage brokers and financial professionals strengthen relationships, increase repeat business, and generate referrals without chasing new leads.
The Keeping Clients team of customer care consultants has been supporting brokers and professionals across the financial services sector throughout Australia since 2014, with one clear goal: to create meaningful client conversations at key financial touchpoints that drive ongoing business and consistent referrals.
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See what our Customers are saying
We have worked with Keeping Clients for many years, and their service has become an integral part of our client engagement strategy. Conducting annual, personal phone calls with clients is essential to our business, and this is something that automated emails or electronic marketing cannot adequately replace.
Keeping Clients operates as a seamless extension of our team. Our clients often assume they are part of our internal staff due to their strong understanding of our systems and CRM. We would highly recommend Keeping Clients to any business that struggles to find the time to maintain a personalised, relationship-driven approach with their clients.
Suzanne Taylor
Owner, Manager and Finance Broker – Mortgage Choice Newtown
As a mortgage brokerage with over 24 years in business and a large client database, our reputation is everything. Keeping Clients is a service that helps us grow our business by ensuring our strong customer retention rate stays high. They flawlessly manage all our customer touch points - from loan anniversaries to major milestones. This consistent, proactive relationship management is the reason we have a strong customer referral and customer retention business.
Marianne Snaidero
Principal – Mortgage Choice Double Bay
I have been a totally delighted customer of Keeping Clients I guess now for close on 5 years.
In that time, I have come to really value the warmth with which they keep me in touch with my clients, and this relationship gives my perfectionist tendencies some ease to totally hand this component of my business over to a team whom I trust.
Whilst I still love the strategy side of my business, goodness the CRM and admin have me at breaking point, albeit that I know these are essential components to my business.
After the calls are made, I get a fantastic report showing how the call went, and my next action steps which often cause to be re engaged with my clients. I have found this process a great way to of course do the right thing, but help with my compliance and of course keeping the clients happy and with my business longer.
I would be super pleased at any point to personally chat with anyone considering the Keeping Clients service as to my wondering experience with them
Stephen Fenton
Director – Evolution Financial Services
Julia & her team have been a big part of my business for many years. Our relationship is so seamless & connected that recently a client reached out directly to Louise at Keeping Clients for help. How cool is that. A shining example of Keeping Clients value in our business.
Kim Kershaw
Director – Kim Kershaw Finance Solutions
Partnering with Keeping Clients has been one of the smartest operational decisions we’ve made.
Their deep industry knowledge allows them to hold meaningful, informed conversations with our clients while knowing exactly when to escalate queries to us or our brokers.
They’re highly reliable, extremely professional, and as an Australian-based outsourced provider, they’ve filled a crucial gap in our operations with precision and care.
While the full return on investment is hard to quantify, we conservatively estimate it’s at least double our outlay, thanks to the opportunities they uncover within our existing client base. Beyond that, they continually strengthen our brand presence and client engagement, ensuring we stay top of mind for future loans.
We value Keeping Clients immensely and often look for new ways to expand our partnership with them.
Mark Edlund
We make meaningful client contact
Get in touch!
Let’s talk about your current advisor or broker business and how you handle client follow-up. With no obligation, we’ll be happy to provide our recommendations and show you how easy it is to get started with Keeping Clients.
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