Finsure has unveiled its new Metanoia CRM as rival aggregators roll out upgraded, AI-driven broker platforms.
Aggregator Finsure has detailed plans for a wholesale rebuild of its core customer relationship management (CRM) platform, launching the new Metanoia system to replace Infynity as part of a multistage technology upgrade for its broker network.
Finsure maps staged shift to Metanoia
Finsure said it was using its current round of professional development days to give brokers an early look at Metanoia, which it describes as a next‑generation CRM.
Metanoia, named after the Greek term for ‘profound change’, is being pitched as a step beyond a conventional upgrade, with Finsure framing it as the core infrastructure for its next phase of growth.
Yet CEO Simon Bednar stressed that brokers would not be forced into a sudden switch from Infynity, emphasising that the group would roll out Metanoia in carefully sequenced stages.
“We’re effectively renovating the house room by room,” Bednar said.
“Rather than switching everything off and starting again, we’re carefully replacing and enhancing features in stages to ensure brokers experience a seamless transition.”
Unlike incremental CRM refreshes, Finsure said Metanoia had been built from scratch with artificial intelligence embedded across the entire broker workflow.
The platform is being positioned as AI‑native rather than AI‑enabled, with automation and decision support sitting inside the system rather than as external add‑ons.
“We know how important this is for our network and have invested tens of millions of dollars in this platform to ensure they are receiving cutting-edge technology that will seamlessly integrate into their business,” Bednar said.
AI framed as support, not a threat
Finsure has been vocal in recent years about using AI to speed up processing, with the group now seeking to reassure brokers that those tools were there to support, not displace them.
Bednar reiterated that AI should be seen as a way to lift productivity rather than as a threat to the broker role.
The group also tied Metanoia directly to brokers’ growth ambitions, especially as more firms explore niches in commercial, asset, and cross‑border lending.
Finsure said AI‑driven workflow, embedded compliance checks, and better visibility across a broker’s book would be central to helping businesses scale efficiently.
Built for international growth
The aggregator highlighted that a key point of difference was in Metanoia’s global design, with the platform being developed to handle domestic and offshore operations.
As Finsure steps up its international push, the group said brokers would be able to manage both Australian and overseas businesses within the same environment.
New Zealand is slated as the first international market to come online, giving brokers the ability to run and manage cross‑border operations.
“We know many brokers are exploring international opportunities,” he said.
“Metanoia will make it possible to manage that growth from one platform, providing visibility, compliance alignment, and operational consistency across markets.”
Bednar also linked the new system to the broader evolution of the industry, saying that technology would need to keep pace as client expectations shifted.
“As the industry evolves, brokers need technology that evolves with them,” he said.
Aggregators expand broker platforms
Specialist Finance Group (SFG) last November rolled out a major upgrade to its broker platform, unveiling SFGconnect V2 – a new version built on the Salestrekker 2.0 ecosystem.
The upgraded Salestrekker 2.0 delivers more enhanced automation, streamlined workflows, advanced reporting, templatised marketing, and a more intuitive user experience.
Aggregation group outsource Financial went live with Salestrekker 2.0 last June (which has been in development for over two and a half years), upgrading its customer relationship management (CRM) platform with the new lending and origination platform.
In November 2024, Connective Asset Finance – the asset finance division of major aggregation group Connective – integrated with commercial finance loan matching platform Financeable to offer its brokers an “end-to-end technology solution.”
The platform has now been integrated into Connective’s technology platform, Mercury Nexus, enabling brokers to manage the entire loan process within a single platform.
That same month, ASX-listed aggregator Australian Finance Group (AFG) announced that it had rolled out an enhanced BrokerEngine workflow platform – BrokerEngine Plus – which enables direct lodgement to ApplyOnline.
Better Business Summit offers AI masterclass
After extremely successful events in both Brisbane and Adelaide over the past two weeks, the 2026 Better Business Summit continues in Perth, Sydney, and Melbourne, featuring a full-day agenda led by senior industry figures, elite performance leaders, and AI specialists.
Digital visibility and client acquisition will be in sharp focus, with Digital Brief director Russell Easther exploring how brokers can win clients in an AI-driven world.
Lead generation is no longer about SEO – it’s all about GEO and ensuring AI platforms, like ChatGPT, are serving up your business to borrowers seeking broker help.
His sessions will examine how tools, such as ChatGPT, are reshaping search and discovery, what signals large language models value, and how brokers can adapt their content and marketing strategies to remain visible and trusted.
AI adoption will then be brought into sharp relief by Bluewire Media marketing and AI coach Adam Franklin, who will demonstrate how mortgage brokers are already using AI tools to reclaim more than 10 hours a week by automating routine tasks, reducing administration, and improving client communication without losing human touch.
The Better Business Better Summit and Awards 2026 will continue to be held in the following locations:
- Thursday, 26 March at Crown Perth, Perth
- Thursday, 9 April at Hyatt Regency Sydney, Sydney
- Thursday, 16 April at Crown Towers Melbourne, Melbourne.
For more information about the Better Business Awards and how to purchase your tickets, click here.
[Related: Finsure warns brokers to diversify as rate pain deepens]
