How To Use Technology To Improve The Client Conversion with Guest Ben Shapira
- Author
- Ruan Burger and Marissa Schulze with Ben Shapira
- Published
- Tue 10 Jan 2023
- Episode Link
- https://successandbroker.com.au/2023/01/11/the-lvr-podcast-episode-27/
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:
