Sales & Marketing

Why brokers are now using artificial intelligence for marketing

Promoted by AFG4 minute read

Brokers are now using artificial intelligence to find and contact borrowers who may be looking to refinance. And they’re using AI to also uncover the reasons behind the refinance in the first place.

The multi-award-winning SMART program is designed for brokers who want to save time and money with their marketing. SMART can be fully automated, it helps you connect with your customers in all the moments that matter, and it’s backed by a team of marketing experts to help you make the right moves.

By centralising your marketing activities into one effective and efficient program, you remove the stress of dealing with multiple providers and individual fees. And you free up your time to focus what matters most - helping your customers.

Managed by AFG, a business that processes nearly 1 in 11 mortgage transactions in Australia, SMART marketing has access to some of the best insights into customer behaviour in the industry.

Find out if SMART is right for your business

Our SMART pricing starts from just $137.90 per month and includes a sophisticated automated marketing program that triggers over twenty email campaigns to your customers at different times in their lifecycle, such as a loan anniversary, birthday or the end of a fixed interest period.  SMART also includes a fully branded website and access to our Red Alerts artificial intelligence customer retention campaign.

Where AI meets marketing

AFG Red Alerts is what really sets the SMART program apart in this space. While traditional email automation based on fixed triggers works well in some situations, using it in combination with predictive analytics is cutting edge technology for brokers.

The result is not only improved broker efficiency, but better service for customers, who will receive an almost serendipitous contact from their broker at the same moment they are likely to be thinking about new options.

Red Alerts identifies who is likely to change their loan arrangements and importantly, suggests why. For example, a new homeowner looking for their next property or an existing price conscious homeowner looking for a better rate.

Being able to deliver the ‘why’ helps brokers get ahead of the situation and has been a critical focus for the AFG Analytics and Insights team.

Once a customer is flagged, the primary driver for change will trigger an automated update to the broker.

After time to review, an automated email, using dynamic wording, will be sent to the customer from their broker offering information on a range of alternative solutions. 

It is important to note that this system is designed to augment the service that brokers provide their customers, not replace them. 

Red Alerts is driving significant efficiencies, allowing brokers to have more meaningful conversations with their customers and anticipate their evolving needs – well beyond when their home loan was originally settled.

The Red Alert system also enhances competition and choice for customers by suggesting credit options at an appropriate time. This helps brokers to continue to act in the best interests of their clients.

Our role at AFG is to help brokers help their customers. That means giving them the tools and insights they need to talk to their customers at the right time with the correct information. 

Our technology can also be integrated with popular broker solutions like Sherlok to super-charge retention and refinancing.

Looking for the right support and tools to grow your business?

Contact us for more information about how we can support you throughout your journey.
Remember you can always reach out to Them Lam, our General Manager – Aggregation for a chat here: This email address is being protected from spambots. You need JavaScript enabled to view it.

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