The Finance Brokers Association of Australia (FBAA) has launched a new CRM system that promises to simplified and accelerate the way that brokers interact with them.
In line with the wider industry trend towards digital transformation, the FBAA has instituted this new system that will enable brokers to update their details, renew their membership, handle documents and access certifications online.
New memberships, according to the FBAA, will now be able to be completed in less than a minute.
“The days of manual processing are over and our message to all brokers is to embrace it, learn it and make it work for you,” said FBAA CEO Peter White.
“We all must work together to ensure brokers spend more time servicing clients and generating new business, and less time doing administrative tasks.”
“While most brokers are doing more online, some are still dragging their feet. While I understand change can be hard, my message is to make the effort and you’ll get better outcomes.”
“Bottom line is that efficiency provides brokers with more time that will lead to more business. The industry is going forward and let’s hope no broker gets left behind.”
The news comes quick on the heels of several key FBAA announcements: earlier in the week, they launched their member benefits program, which gives member brokers the chance to get discounts and perks at partner businesses.
The FBAA is also participating in R U OK? Day, with Federal Health Minister Greg Hunt set to address members via a Zoom meeting to discuss mental health and the broker channel.
READ MORE: FBAA plans action for R U OK? Day
