Brokers driving growth through technology

“It’s all about having a laser focus on solving our clients’ needs and then creating the environment that empowers the team to deliver a frictionless client experience,” Mr Lai said.

He continued: “Our clients are very discerning and demand a glitch-free experience.

“So, the team and I set about reviewing our overall processes to ensure we were driving maximum efficiencies, along with strong ongoing governance in terms of overall compliance and client data management.” 

Through utilising NextGen’s ApplyOnline and ApplyOnline Supporting Documents services for loan lodgement, document and processing needs, the group claims to have also reduced its paper usage by 50 per cent.

“It’s good for the environment and efficient for our brokers as ApplyOnline integrates directly with (our broader tech stack), Salestrekker and DocuSign, through the ApplyOnline ‘eSign’ tool,” Mr Lai said.

“ApplyOnline Supporting Docs is exactly how a paperless office should work,” he concluded. 

According to NextGen.Net chief customer officer Tony Carn, brokers increasingly are utilising their technology providers in order to cut down on paper waste and drive growth in their businesses.

“Brokers have always been the heart and soul of their business and need to wear many hats,” Mr Carn said.

“But those who are focused on driving more scale and growth are taking a more considered and strategic approach with their service providers – especially their technology providers.”

My Carn added that the growing adoption of NextGen products allows brokers to leverage their technologies and improve outcomes for clients.

[Related: Broker calls for finance industry to embrace CSR]