Financial services · 15-year partnership
One of the region's leading mortgage and protection advice businesses, supporting customers through a network of more than 40 financial advisors.
Mortgage Advice Bureau Northern Ireland is one of the region's leading mortgage and protection advice businesses, supporting customers through mortgage, remortgage and protection journeys via a network of more than 40 financial advisors.
table59 has worked with Mortgage Advice Bureau Northern Ireland for approximately 15 years as a strategic digital partner, responsible for the setup, configuration, integration and optimisation of its digital marketing and customer engagement infrastructure.
The organisation required a connected ecosystem capable of generating qualified leads, supporting a large advisor network, managing introducer relationships, measuring marketing performance and maximising customer lifetime value through ongoing engagement.
table59 established HubSpot as the central source of customer and marketing data. All major digital channels, including Google Business Profile, Google Ads, Meta advertising and Mailchimp, were connected to the CRM. Customer journeys, automations, reporting dashboards and advisor-level performance reporting were developed to support business growth.
Designed CRM structures, custom processes, customer lifecycle stages, lead management frameworks and automated customer journeys covering onboarding, annual reviews, product expiry campaigns, retention activity and referral generation.
Developed sophisticated dashboards providing visibility into advisor performance, lead generation, marketing effectiveness, introducer activity, campaign performance and return on advertising spend. Reporting supports both management decision-making and partner relationships.
Supports a network of more than 40 financial advisors.
Created a CRM-centred business model with connected customer journeys and automated communications.
Improved visibility of marketing performance, advisor activity and customer lifecycle progression while supporting customer retention and referral growth.