I was speaking to one of our oldest clients, he’s an independent financial advisor and first used us when he was tracking down old clients back in 2010. He has a good system so he doesn’t lose touch with that many but when he does, we’re his ‘go to’ team.

So what do we do for him?

Quite simply we find addresses and telephone numbers for old clients who have moved. He can then contact them to see if their needs are being met.

I was chatting to him about our services and asked why he used us, “it’s just easy” was the answer. I asked him to elaborate a little…

“I send you a batch of names and addresses of previous clients. You cleanse the data and I get my team to phone and write to the new names and address. It’s a great way to re-engage with an old customer

Tracking Down Old Clients FinderMonkeyIt got me thinking. Is this a service that would appeal to other IFA’s?

Well as these things do we had an enquiry from a few weeks ago from a larger IFA based in the North of England. Long story short they decided to use us to do the same type of work, the first batch was 120 previous clients to find. They passed us over the information in an excel spreadsheet and added the fields into the spreadsheet that they wanted us to fill in for them…

  • Current Address
  • Current name
  • Any new telephone numbers
  • Any other information

It worked really well, we found 118 out of 120! Don’t worry they didn’t pay for the 2 we didn’t find as we provide this service on a no find no fee basis. If we can’t find your previous customers new address you don’t pay a penny.

So both myself and the two clients realised that this is a service that is cost effective to provide yet massively helpful for them. It’s so easy for a customer to move address, change their telephone number or name. Suddenly you have no way of contacting them. That’s where we come in, we can discreetly, legally (this is important!) and cost effectively trace the previous customer and find their current address, contact details and name.

We have access to all the latest systems to find people and we find people for councils (Burnley), Solicitors and even religious organisations.

Tracking Down Old Clients FinderMonkeySo if you’re reading this and feel like we might be able to help you. Call James now on 0113 2825900 and we’ll be happy to put a quote together for you. We can find 10 previous customers or 10,000, what’s important to us is that we help you.

We are easy to work with and can tailor the service to your exact needs. All searches are guaranteed to be correct and remember it’s no find no fee, so if we can’t help on a particular search you don’t pay us anything. So if you need to track down old clients please do get in touch and let’s see if we can help you.