Aggregator launches "game changing" CRM

New platform streamlines workflow and automates time-consuming tasks

Aggregator launches "game changing" CRM


By Melanie Mingas

An aggregation group has launched a new CRM platform it promises will be “game changing” for its 1,700 brokers.

Infynity, developed by Finsure Group, streamlines workflow and automates time-consuming tasks.

It creates a centralised platform for third-party application integration, allowing for brokers to connect with their own partners, as well as a range of other service providers that have chosen to partner with Finsure Group.

Earlier this year, group co-founder and MD John Kolenda, told Australian Broker the new CRM would be key to the group’s plans for 2019.

“This new system is built on the basis of predicting customer behaviour before it happens,” he said.

“The other thing we are doing is integrating it with social media so the system will create a centralised area for all customer interactions. It’s a really insightful system that we can’t wait to roll out to our network,” he continued.

According to Finsure GM for aggregation Simon Bednar, Infynity is the most up to date CRM in the market with groundbreaking technology.

“Infynity is also built with an understanding that compliance is a business enabler, not an inhibitor. In this time of increased compliance oversight, Infynity allows brokers to monitor their behaviour and identify potential issues within the business before they become concerns. Needless to say, this is a game changer for brokers,” he said.

“In the current highly challenging lending landscape, the aggregator that can maintain the strongest offering to brokers across all services will be the one that succeeds in this market,” he added.

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