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.

Connective unveils new website

Staff Reporter 1 minute read

Staff Reporter

Aggregation group Connective has improved its web presence with the new online portal now offering members a raft of new functionality.

The new site includes a system that automatically feeds information a broker gathers about their client directly into their database.

If, for example, a client asks questions about an upcoming meeting or wants additional information on a loan, that question and the broker’s subsequent answer is automatically filed in the broker’s database.

It is hoped this function will not only promote broker efficiency but ensure they gather the right information to remain compliant under the forthcoming legislation.

The website also includes a live chat function, whereby brokers can make enquiries and have them promptly answered by someone on the Connective team.

Connective unveils new website
default
TheAdviser logo

The not-to-be-missed Accountants Daily Strategy Day will travel through Melbourne and Sydney in August to equip accounting professionals with the latest industry updates and tips for modern practice management as well as the latest cutting-edge technology, processes, strategies and trends shaping the future of accounting. Visit the website for more information: www.accountantsdaily.com.au/strategy-day

default

 

more from the adviser
damian zaleski RYyr k3Ysqg unsplash

Breaking News

GetCapital launches broker platform

The business lender has rolled out a new broker platform, as it h...

fixed rate

Breaking News

Loyalty tax issue flagged to MPs

Brokers are key to holding lenders to account to ensure borrowers...

trade deal contract

Breaking News

Connective launches trail book marketplace

The aggregation group has announced a new arrangement with a spec...