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Don't lose meaning in rush for tech

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Australian Broker | 07 May 2012, 06:00 AM Agree 0
An industry analyst has warned brokers to ensure the rush to provide faster, more efficient service does not eclipse the need to properly educate clients
  • Broking/Planning | 07 May 2012, 11:54 AM Agree 0
    There is no issue in this office with the education of our Clients and the respective mortgage products and financial services we offer and quite frankly I'm dismayed, disappointed and peeved at the suggestion that Mr Dalton has raised.

    I'd suggest he talk to those who are running/working Broking or Financial Services Practices. If Mr Dalton chooses to take a look at the turn around times that result from the present offering of dodgy software, he'll soon see the use of the word "speed" is a misnomer when used in the above context.

    We're not after pie in the sky technology, we just want software that Works Consistently Every time we use it. The latest offering from PLAN Australia with Podium is Still Pathetic, despite Podium being tweaked, caressed or bullied with now countless updates.

    My suggestion is a simple one, if the Aggregators, Tech people, Futurologists and Analysts take care of their World, the Brokers and Planners of this industry will take care of ours. Our Clients and the maintenance of our relationships with them is our responsibility.
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