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.
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:
You can find out more about the Business Accelerator Program 2020 here.
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.
The financial services ombudsman has changed its rules after the ...
One in two borrowers does not believe banks always have their bes...
Here’s the weekly round-up of the biggest news stories from acr...