Lisa CMB

EVP, Loan Origination at Stonegate Advisors - Newport Beach, CA, US

Lisa CMB's Contact Details
HQ
312-397-1111
Location
Company
Stonegate Advisors
Lisa CMB's Company Details
Stonegate Advisors logo, Stonegate Advisors contact details

Stonegate Advisors

Newport Beach, CA, US • 20 - 49 Employees
SaaS

Acquire + Retain = GrowFounded in 2005, Stonegate Advisors, LLC specializes in licensed software products, data solutions, and market intelligence that help organizations fuel top-line growth with more effective approaches to customer acquisition and retention. Our diverse range of software solutions and advisory services deliver efficient and cost-effective results for clients across nearly all industries – from healthcare to financial services. At Stonegate, we're focused on revolutionizing the way B2B and B2C businesses think about customer sentiment and service, client and channel management, and employee engagement and retention.**Our Flagship Products**STAMP – An industry-leading SaaS technology that lets you systematically analyze what's most important to your customers, measure performance in key categories, and implement remediation and retention plans – down to the individual client level. MedicareNav – An online solution to help Medicare consumers learn more about their eligibility and plan options. Imagine a private label version of Medicare.Gov that showcases only your carrier's plans.MySubCalc – A turnkey lead generator and subsidy estimator solution that drives new leads to a health plan's on-exchange and off-exchange offerings. **Our Results**At Stonegate, we understand that repeat business and long-term relationships are essential for your continued success. We designed our products and advisory services to help you deliver on your customers' highest value needs with consistency and precision – so you can turn their loyalty into profits.Recent client results:- 48% rise in NPS rating within 9 months- 21% increase in overall revenue (with 15% solely from recurring sources)- 94% contract renewal rate after 2 years, up from the 62% baseline- 42% improvement in employee satisfaction and talent retention within 1 year- 68% reduction in churn rates over a 36-month periodTo learn more, visit www.stonegateadvisors.com or call (312)

Health Reform Planning Product Innovation Account Management / Sales Effectiveness End-to-End Customer Experience Business Performance Analysis & Planning CRM Customer Relationship Management Business Performance Analysis & Planning Customer Success Management Retention Automation SaaS Prepackaged Software Computer Software
Details about Stonegate Advisors
Frequently Asked Questions about Lisa CMB
Lisa CMB currently works for Stonegate.
Lisa CMB's role at Stonegate is EVP, Loan Origination.
Lisa CMB's email address is ***@stonegateadvisors.com. To view Lisa CMB's full email address, please signup to ConnectPlex.
Lisa CMB works in the Computer Software industry.
Lisa CMB's colleagues at Stonegate Advisors are John Swain, Kaushik Loke, Jeff Peyton, Raul Oseguera, Melody Gomez, Joe Kovaci, Debbie DeFlores and others.
Lisa CMB's phone number is 312-397-1111
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