با برنامه Player FM !
پادکست هایی که ارزش شنیدن دارند
حمایت شده


How To Use Technology To Improve The Client Conversion with Guest Ben Shapira
Manage episode 352157309 series 3009450
We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
- Most technology solutions currently in the market are designed to simplify the process for brokers; the diñeiro app works for both consumers and brokers.
- diñeiro allows users to centralise their financial portfolio and share, allowing brokers to understand a client’s current status and borrowing potential.
- The app is a helpful retention tool for brokers to identify whether their clients might be future property investors by staying connected to the client’s financial goals, assets, expenses, liabilities, and equity growth.
- App engagement is positive even after loan settlement, with consumers checking in once or twice a month.
- Whitelabel functionality is available for brokers passionate about building their brands, allowing brokers to have their own apps.
- Within 24-36 months, we can expect large-scale digitalisation in all areas of the lending space. deñerio expects to move into the small business lending space and anywhere that financial data is necessary — including integrations with the ATO, Xero, and more!
Key Quotes
“[With diñeiro] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
57 قسمت
Manage episode 352157309 series 3009450
We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
- Most technology solutions currently in the market are designed to simplify the process for brokers; the diñeiro app works for both consumers and brokers.
- diñeiro allows users to centralise their financial portfolio and share, allowing brokers to understand a client’s current status and borrowing potential.
- The app is a helpful retention tool for brokers to identify whether their clients might be future property investors by staying connected to the client’s financial goals, assets, expenses, liabilities, and equity growth.
- App engagement is positive even after loan settlement, with consumers checking in once or twice a month.
- Whitelabel functionality is available for brokers passionate about building their brands, allowing brokers to have their own apps.
- Within 24-36 months, we can expect large-scale digitalisation in all areas of the lending space. deñerio expects to move into the small business lending space and anywhere that financial data is necessary — including integrations with the ATO, Xero, and more!
Key Quotes
“[With diñeiro] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
57 قسمت
Alle episoder
×


1 Going Social - What's going to give you the Biggest Bang for your Buck? with Guest Darrell Weekes 22:11

1 What's involved in Recruiting Graduates for my team using a Recruiting Company, and how much does it cost? with Guest Sam Longfield 18:56


1 Australian Lending & Investment Centre's Damian Brander talks Investment Lending & Education. 25:39

1 Using Technology To Take the Pain Out of Finding the Right Lender for your Client with Guest Eric Dill 21:57

به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.