Finsure NZ is leading the tech revolution

IN Partnership with

Jenny Campbell, country manager at Finsure New Zealand, discusses its Infynity technology and what it offers the future of aggregation services for mortgage advisers nationwide

IN TODAY’S fast-paced mortgage industry, staying updated with changing regulations and market trends is critical for advisers. Many organisations see this as a space to harness AI, which offers a powerful tool to enhance efficiency, improve customer service and provide valuable insights. Recognising the potential of AI, Finsure is continually working to provide a trailblazing solution tailored for New Zealand mortgage advisers.

Finsure is one of Australia’s largest mortgage broking groups. Established in 2011 and expanding into New Zealand in 2023, Finsure has been one of the fastest-growing and most innovative mortgage aggregation businesses offering cutting-edge solutions to its broker partners. Finsure acts as the intermediary between lenders and brokers, and at the core of its business ethos is the desire to provide the strongest value proposition to its vast network of mortgage brokers.

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“The development of Infynity has been a major factor in Finsure becoming one of the fastest-growing aggregation businesses and a multiple award winner”

Jenny Campbell, Finsure New Zealand

By harnessing the power of AI, Finsure aims to support advisers and brokers in running efficient and compliant businesses. There is a level of determination to lead the way with compliance support in New Zealand. “As the industry embraces these advancements, there is immense potential for increased productivity and improved customer service,” says Finsure NZ country manager Jenny Campbell.

Finsure’s CRM, Infynity, will be bringing the latest advancements in AI and machine learning to the New Zealand market in the near future. The intelligent technology creates a platform for managing client relationships, tracking leads and

One of the key advantages Infynity will be providing to NZ advisers is the ability to automate the population of information into regulatory documents, advice documents and application forms. As advisers collect information from their clients, Infynity will automatically populate this information into the relevant documents, streamlining the process and reducing the risk of errors. Data security and user experience are two crucial aspects of any platform, especially in light of recent data breaches affecting major international brands. Finsure understands the significance of these concerns and has taken decisive action to address them. The introduction of two-factor authentication (2FA) provides an additional layer of protection for user accounts, requiring users to enter a unique six-digit code sent to their mobile device in addition to their password. This ensures that only authorised users can access the platform. The Infynity CRM also alerts users if any unauthorised attempts are made to access their accounts.

Security isn’t the only thing on Finsure’s mind, as the aggregator is constantly seeking to enhance user experience and has made significant strides in improving the UX design of Infynity. The latest UX design improvements are a testament to that commitment. With the introduction of the Application Workflow, advisers can simplify the home loan journey for themselves and their clients. The Lender Specials Table empowers advisers to offer the most attractive options by staying up to date with the latest promotions. The Referrers Groups Interface simplifies the management of referrals, fostering effective collaboration, and the improved Lender SLAs Table provides advisers with comprehensive insights, enabling them to manage loan applications more efficiently and meet clients’ expectations effectively.

Finsure isn’t just looking to raise the bar for the nitty-gritty of adviser work. Recognising the importance of marketing in today’s competitive landscape, Finsure offers a range of support services to advisers, including logo design, newsletter creation and digital advertising support from its in-house marketing team. By providing these additional resources, Finsure aims to empower advisers to effectively promote their services and build stronger connections with their clients. Understanding that every adviser has unique requirements and may occasionally need assistance, Finsure offers access to teams of in-house loan writers and support staff on either a regular or one-off basis. This flexibility ensures that advisers have the support they need, when they need it.

Summing up the industry as the “ultimate people industry”, Campbell is passionate about the work mortgage advisers do in making people’s dreams come true. “We want to lift the bar for everyone and make sure that whoever operates under our umbrella is operating at the highest level,” Campbell says. When it comes to data ownership, Finsure guarantees that advisers retain complete ownership of their data. Advisers are able to import and export their data as they like, with an iron-clad guarantee that Finsure itself will never market or sell data to third parties. Finsure’s compliance and training framework is unparalleled. It is designed to assist and support all members, including those operating within their own financial advice provider (FAP), and is focused on creating efficiency within compliance. Finsure is determined to lead the way in providing compliance support in New Zealand, offering advisers the high-tech tools they need to navigate the ever-evolving landscape. There’s nothing to stop advisers from running successful businesses that deliver exceptional outcomes for their clients any more. As Jenny Campbell says, a rising tide lifts all boats.

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Published 11 Mar 2024

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“Our focus is to provide data-driven insights to drive CRM functionality and improve broker workflow. Our ability to keep raising the bar from a technological standpoint will greatly benefit New Zealand brokers”

Jenny Campbell, Finsure New Zealand

To Infynity and beyond

streamlining communication. In the coming months, the system will even be able to populate advice documentation directly from conversations advisers have with their clients, expediting the loan application and approval process while providing a more personalised experience.

Infynity is a critical part of Finsure’s offering to the market, supported by a dedicated team of core developers, application support, and QA and UX designers, who work alongside advisers and brokers. Through the development team, Finsure constantly evolves and enhances the features of this platform. Given its Australian origins, Infynity has been tailored to the New Zealand market, and it “took some work to make it right for the advice process”, Campbell says. The CRM supports businesses of all sizes with functionality such as DTI servicing (not commonly available with other organisations in New Zealand), splitting of commissions, workflow management, wide product selection, etc.

Infynity goes beyond providing a robust platform by integrating seamlessly with third-party applications. These integrations offer a range of services that enhance an adviser’s business and create additional revenue streams. A component of Infynity, The Service Store, will showcase the range of services Finsure offers. Furthermore, for advisers, Infynity’s e-learning hub serves as a gateway to enhancing their professional development. Advisers can leverage these solutions to expand their business opportunities and provide an exceptional customer experience.

In just 12 years, Finsure has grown its loan book to over $100bn, making it one of the fastest-growing aggregators in Australasia

$100bn+

loan book

Supporting advisers is an international team of over 150 Finsure staff

150+

staff