Sales & Marketing

Unlock your competitive advantage with data and analytics

Promoted by AFG4 minute read

Brokers are using data analytics to make data-informed business decisions that help them to understand their customers and take steps towards a more profitable and successful business.

You need to be able to understand your business performance in a click. Our Analytics platform makes this possible by bringing together all your customer data, loan data and market data and presenting that information to you in easy-to-read dashboards.

A vital tool to help you operate more efficiently

A primary benefit of data is it enables you, as a business owner, to be scientific and test your customer hypothesis. And be ready to change course when it provides you with insight. With access to a suite of dashboards, you can analyse and dissect your commissions, sales, loan portfolio splits, and marketing effectiveness with ease.

Put your business on a dashboard

Understanding your performance data can be the key to unlocking improvements across your process, systems and revenue. To easily track the data points that are important to your business, you should be using dashboards. A good dashboard should be easy to understand, provide great visibility, save you from crunching reports, track your key performance indicators and help you make better decisions.

Access valuable customer data

If you’re thinking about becoming more data-orientated, something to consider is how you will better understand your customers.

Our advice to help you get the most value out of your data is to start using the data to identify and define a niche target audience. This strategy will help you focus your efforts, create efficiency, and let you target your most desirable or profitable customers.

Our AFG Analytics platform helps brokers by providing access to basic demographics like age, location, and gender, and then combines that with detailed loan data. The power of Analytics is in the ability to understand your business through the lens of both customer data and loan data. Ultimately, you are creating an ideal profile of who your customer is!

Get a demo of AFG Analytics

AFG brokers are using Analytics dashboards to gain detailed insights into their sales data, deal progression, settlements, along with a macro view of their whole portfolio. Our team are here to show you what you could have access to and how you could leverage it.

You need commission transparency

Understanding the flow of your commissions within your business is essential. However, too often, we hear stories of brokers who have poor visibility or trouble accessing their commission data. With Analytics, AFG brokers can break down commissions by payment history, lenders, loan writers, portfolio value, commission adjustments and then compare year on year. When you're tracking your revenue, this is a game-changer.

A system to help you predict customer behaviour

We are often so focused on getting customers in the front door; we miss the ones wandering out the side exit! This ‘churn’ can be a significant cost to busy brokers. 

At AFG, we have created an artificial intelligence (AI) solution for brokers, called the SMART marketing tool. The system identifies residential home loan clients who might be thinking about changing their current loan situation. 

Our broker AI solution works using machine learning to ingest and process hundreds of thousands of data points and find patterns that can predict human behaviour. Those patterns are then compared to existing data points to identify which customers are the most likely to make a change in the immediate future. The results are automatically displayed for brokers so they can reach out to the customer.

Gain a deeper understanding of your business and customers

You need data analytics to understand your customers and make calculated business decisions to accelerate your business growth. AFG Analytics is an in-depth analytics engine that can display your most important business information in a simple to understand way. Our team would be happy to give you a demo.

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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