The end of the financial year presents a prime opportunity for brokers to move from reactive, single-product lending to more connected solutions for SME clients.
Sponsored by Lumi
Reid Davidson, state lead for Victoria, South Australia, and Tasmania at working capital lender Lumi, joins In Focus to discuss how brokers can support SMEs as they actively seek to connect the dots between working capital, asset finance, and property.
He discusses the growing expectation for brokers to operate as “full-capital advisers”; explains the structural and process challenges that can make it difficult to deliver joined-up solutions in practice; and highlights how tools, like Lumi Pulse, are designed to streamline quoting and execution, so brokers can maintain momentum during peak EOFY activity.
Tune in to find out:
- The impact of increased volatility on structural pressures facing SMEs.
- Why EOFY is prompting SMEs to take a more strategic approach to funding.
- How brokers can deliver faster, more connected capital solutions.
And much more!
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