The work doesn’t stop once a deal settles. In fact, that’s when the real opportunity begins. Building long-term relationships transforms one-time clients into loyal advocates who help your business grow, reduce churn and drive consistent deal flow through repeat business.
Start with these practical post-settlement steps:
1. Build a Post-Settlement Follow-Up System
Make sure your clients hear from you well after the deal is done. A structured follow-up plan keeps your relationship strong.
- Schedule check-ins at important milestones like 3 months, 12 months and loan expiry.
- Use your CRM to send automated reminders and personalise your outreach.
- Keep your communications relevant and timely.
2. Offer Annual Finance Reviews
Inviting clients for an annual ‘finance health check’ gives you a chance to reconnect and offer fresh solutions.
- Check for changes in their business or financial situation.
- Suggest refinancing, upgrades or new asset options.
- Provide ongoing value without waiting for clients to reach out first.
3. Send Relevant and Personalised Content
Stay front of mind by sharing information that matters to each client.
- Share updates on rates, useful finance tips or industry news that clients want to know.
- Segment your clients so you can send targeted messages and cut through the inbox noise.
- Use email marketing tools to schedule and track engagement so you can tweak and refine your approach.
4. Educate on Asset Lifecycle Planning
Help your clients plan ahead to avoid unexpected disruptions.
- Advise on when assets like vehicles or machinery typically need replacing.
- Support proactive budgeting and smooth upgrades.
- Position yourself as someone who truly understands their business needs.
5. Set Up a Referral Incentive Program
Make it easy and rewarding for clients to send referrals your way through incentives and rewards.
- Define your rewards: Choose simple, attractive incentives for every successful referral.
- Simplify the process: Use referral forms, links, and CRM tools to keep track.
- Promote often: Mention the program in emails, on your website and through social media.
Technology Spotlight: Ambition Cloud
Fintelligence’s Ambition Cloud helps you manage client relationships more proactively by tracking key lifecycle events like loan expiry dates, client birthdays and asset ages, finance review anniversaries or key business milestones.
You can filter by loan type, date, or stage to identify your best prospects for a check-in call, refinance conversation, or upgrade offer. The platform also supports your referral program by linking referrers to deals, helping you reward advocates consistently and stay top of mind with your best clients.
