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Finsure launches new CRM platform

by Reporter9 minute read
Finsure

The mortgage aggregator has announced the launch of a new platform designed to enhance its service proposition.

Finsure Group has launched a new customer relationship management (CRM) platform, Infynity, aimed at providing a “significant boost” to its service proposition for brokers.

Finsure general manager of aggregation Simon Bednar said Infynity contained “groundbreaking technology” that streamlines workflow and automates time-consuming tasks.

“The Infynity software is one of the key developments for Finsure this year,” Mr Bednar said.

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“Our system is so advanced it uses predictive data to provide insights into broker behaviour, empowering brokers to proactively make changes to their business rather than relying on retrospective reporting and past behaviour.”

“Infynity is also built with an understanding that compliance is a business enabler, not an inhibitor. In this time of increased compliance oversight, Infynity allows brokers to monitor their behaviour and identify potential issues within the business before they become concerns. Needless to say, this is a game changer for brokers.”

According to Mr Bednar, Infynity creates a centralised platform for third-party application integration, allowing brokers to connect with their own partners, as well as other service providers that have chosen to partner with the Finsure Group.

“In the current highly challenging lending landscape, the aggregator that can maintain the strongest offering to brokers across all services will be the one that succeeds in this market,” he added.

He concluded: “All Finsure brokers can get their business needs addressed under the one roof.”

[Related: MFAA launches marketing guide]

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