Powered by MOMENTUM MEDIA
SUBSCRIBE TO OUR NEWSLETTER SIGN UP
Powered by MOMENTUM MEDIA

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

NAB Broker to deliver real-time access to client data

Staff Reporter 3 minute read

NAB Broker today announced a range of new initiatives to support its brokers in the delivery of advice to their clients – an approach the lender has heavily advocated.

In what it claims to be industry first, NAB Broker will provide its 4-star brokers with read-only access to real-time client information via internet banking, with their clients’ consent.

NAB Broker announced its star ratings in line with its new commission structure in May.

4-star brokers are those who have attained Certificate IV and have good portfolio performance with the highest level of application quality – measured as the ratio of settled loans to conditional approvals.

Advertisement
Advertisement

Matt Lawler, NAB Broker regional general manager, said; “The industry will continue to evolve towards advice-based business models to meet clients’ growing needs.”

“Our new offer will allow brokers to view comprehensive, real-time, client information online. Access to this level of data is what brokers need to be able to provide quality ongoing advice.”

NAB Broker will also offer all brokers a debt advice strategy guide which it has created to help brokers help their clients to better manage their money and leverage debt for wealth creation.

Published: 23-10-08

Today's other news

PROMOTED CONTENT


NAB Broker to deliver real-time access to client data
default
TheAdviser logo
default

 

more from the adviser
handshake Former RAMS CEO to head up BOQ retail bank

Westpac’s current chief digital and marketing officer and forme...

AFG office Aggregator reveals record-breaking lodgements

Australian Finance Group has revealed its brokers lodged more loa...

online education tools ta iSelect launches SME loans in Valiant partnership

Comparison website iSelect launched a new business loan offering ...

FROM THE WEB