NZFSG upgrades its CRM
The group says this is its latest investment in smarter, integrated technology solutions.
Deal Board, it says, is an innovative digital platform transforming how mortgage advisers manage their loan pipelines, streamline operations, and improve efficiency through automation.
Deal Board is the flagship addition to NZFSG’s growing suite of productivity tools, alongside MyActivities and Workflows, all designed to simplify the adviser experience. The rollout began with Loan Market and NZFSG mortgage advisers, with plans underway to extend the platform to insurance advisers in the near future.
“We’ve taken a staged approach to the rollout so we can deliver tailored training and ensure every adviser can unlock the full benefits of these new tools,” NZFSG Head of Customer Experience Kim-Anaka Baillie says.
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