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Embracing technology for efficiency: Business Accelerator Program, Day 2

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Annie Kane 6 minute read

The leading tech and tools that brokers need in order to make their jobs easier so they can focus on customer service were revealed in the second day of The Adviser’s first-ever virtual Business Accelerator Program 2020.

In the second of three half-day workshops for The Adviser’s Business Accelerator Program 2020, run in partnership with principal partner HashChing, brokers were given the blueprint for success in terms of the technology tools they can be using to free up time, automate cumbersome processes and keep them front of mind with their clients.

In a session partnered and introduced by Pepper Money, Broker Essentials director Jason Back discussed how to target the clients that brokers want using technology and both face-to-face and digital channels, including the top three tips around voice of customer, a frictionless experience and reimagining what the future could look like.

Mr Back also unpicked the essential nature of a broker client relationship management (CRM) system and the tools and platforms that they can be embracing to work alongside their existing CRM systems. Giving brokers a 12-point exercise on what makes a great CRM from a broker’s point of view and what should be in their tech toolbox to help them achieve their business roadmap.

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In the final session of the day, HashChing CEO Arun Maharaj and NSW state manager for Mortgage Choice David Ewens discussed the top technology that brokers can use and provided first-hand insights into how technology is making brokers work more efficiently. The two panellists also revealed the apps and tech tools they utilise in their day-to-day operations to help them work more productively.

Registered participants are able to view the sessions from the Business Accelerator Program 2020 for free via the online event portal until the end of the week.

The 2020 event will conclude this afternoon (27 August), as Jason and our event partners highlight leading marketing and lead generation strategies.

The Adviser’s Business Accelerator Program 2020 is brought to you in partnership with:

PRINCIPAL PARTNER 

PROMOTED CONTENT


HashChing

PLATINUM PARTNER 

Pepper Money

GOLD PARTNERS 

Adelaide Bank

FBAA

Mortgage Choice

Nextgen.Net

Prospa

Social Broker

Suncorp Bank

 

Embracing technology for efficiency: Business Accelerator Program, Day 2
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TheAdviser logo

If you have ever considered how you could better service your SME clients but lack the knowledge or confidence to do this beyond referring them on, this is a must-attend event for you. Don't miss SME Broker Bootcamp, a jam-packed, free-to-attend, practical workshop. Register today and secure your place at this interactive, flexible, must-attend event.

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Annie Kane

Annie Kane

Annie Kane is the editor of The Adviser and Mortgage Business.

As well as writing about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape – Annie is also the host of the Elite Broker and In Focus podcasts and The Adviser Live webcasts. 

Email Annie at: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

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