Are mortgage brokers sitting on a goldmine of data they don't even realise they have? With artificial intelligence rapidly moving from a tech buzzword into everyday broking operations, knowing where to start without losing the vital personal touch can make or break a modern brokerage.
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The Adviser's commercial content writer Ben Squires speaks with Russell Easter, director at Digital Brief and featured speaker at the upcoming Finance360 roadshow, to break down how brokers can streamline routine administration, unlock repeat business from existing databases, and stay front of mind with clients.
From setting proactive post-settlement touchpoints to understanding why large language models follow the same fundamental rules as classic search engines, this discussion cuts through the hype to focus on practical, actionable digital strategy for growing firms.
Tune in to find out:
- How brokers can use simple client data like dates of birth to uncover new lending opportunities
- Why maintaining human trust and diligent proofing matters when deploying generative content
- How to get ranked in AI search platforms like ChatGPT and Gemini using search engine optimisation principles
And much more!
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