On 9 August 2021, Australian leading aggregator Finsure Group went live with its new Infynity Client Centre. This new module will benefit the brokers and their customers from a range of exciting new features, including a virtual assistant to capture client information, real-time visibility into the application progress, a live chat feature, and all the details and supporting documentation that is needed for the application.
Finsure General Manager Aggregation, Simon Bednar, said the Group continues to grow from strength to strength by providing more choice and better services for its fast-growing broker network which now exceeds 2,000 brokers.
Mr Bednar said the Client Centre operates by allowing brokers to invite clients to a personalised branded portal where clients can complete an online fact find.
The new module can be easily accessed by login into the client account in Infynity.
“The Client Centre links all the customer data directly to the broker’s account in our market-leading customer relationship management (CRM) platform Infynity, ultimately speeding up the application process and allowing brokers to focus more on loan selection instead of chasing customers for information.
“The system will be smart enough to produce dynamic check-lists, remind clients to upload documents, allow them to chat with their broker, and request new/additional finance.
“It will also provide brokers’ customers with their own account to complete an online customer information form; allow customers to upload documents directly into the system; show the loan details and application status; offer a chat service to keep in direct contact with the broker and give brokers the opportunity to cross-sell other services to their clients and increase their revenue base.
“Machine learning is used to generate document checklists specific to the customer’s needs which when uploaded, are immediately available for the broker to review. The system also redacts the Tax File Numbers (TFNs) to ensure compliance.
“The total experience with the Client Centre allows brokers to be 100% compliant with the best interest duty (BID) regulations.”
The Finsure team will continue to enhance and invest in their technology, supporting brokers and delivering a more streamlined experience for better outcomes.
