AFG has rolled out a new broker fact-find and document collection tool for its brokers.
Australian Finance Group (AFG) has launched Customer360, a new broker fact-find and document collection tool available to all AFG brokers nationally.
AFG chief operating officer John Sanger said: “Customer360 is the first product to be rolled out as part of AFG’s full technology and platform refresh and will sit as part of our game-changing platform for brokers called Suite360.”
The product is part of AFG’s broader suite of broker tools, which includes other products like SMART Marketing and Learn L&D platforms.
Mr Sanger added that the ability for a broker to deliver a frictionless and user-friendly fact-find to their customers is key to ensuring a good experience and driving their efficiency.
The product aims to save time in the application process and “lays the groundwork for a faster application process by securely collecting supporting documents and integrating seamlessly with AFG’s new CRM platform,” Mr Sanger added.
He suggested that AFG’s strong focus on continuous technology innovation was key to keeping pace with changing industry demands and customer expectations.
“We have taken this opportunity to refresh our underlying technology platform, working with leading enterprise technologies together with start-up innovators,” he said.
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