Streamline Your Brokerage Services with 365 Broker
Revolutionise your brokerage services with 365 Broker. Streamline every step from onboarding to transaction management, empowering your team with real-time insights and automated workflows. Enhance efficiency, reduce errors, and deliver exceptional client experiences.
Effortless Onboarding
Simplify client onboarding with a user-friendly interface that captures and manages applications quickly and accurately.
Automated Transactions
Speed up transactions with automated workflows, ensuring compliance and reducing manual effort.
Real-Time Insights
Make informed decisions with powerful analytics that provide real-time insights into your brokerage operations.
Customisable Workflows
Tailor 365 Broker to fit your processes with flexible workflows that adapt to your business needs.
How Does it Work?
365 Broker is built on the robust Microsoft Cloud, designed to optimise every aspect of the brokerage process by automating and simplifying key operations from start to finish.
Automated Workflows and Decisioning
The platform leverages Dynamics 365 and Azure API Management to automate critical tasks such as client onboarding, credit decisioning, and contract management.
Real-Time Analytics and Reporting
By harnessing the power of Power BI within the Microsoft ecosystem, 365 Broker provides brokers with actionable insights through real-time analytics.
Customisation and Scalability
365 Broker’s workflows can be tailored to fit the unique needs of your brokerage. As your business grows, the platform scales effortlessly, supporting additional brokers, increasing transaction volumes, and adapting to new business requirements.
Success Story: Flexicommercial
When Flexicommercial, a subsidiary of Humm Group (ASX: HUM), sought to improve their brokerage operations, they turned to 365 Broker. With a network of over 5,000 brokers, Flexicommercial faced challenges such as time-consuming manual processes, slow application handling, and multiple handoff points that increased error rates.
The Challenge: Flexicommercial needed a solution that could streamline their operations, reduce processing times, and enhance overall efficiency without escalating costs.
Increased Efficiency
Average processing time was slashed from around 30 minutes to just single-digit minutes.
Higher Volumes:
Application volume surged, accompanied by a decrease in operational costs (OPEX reduction).
Improved Outcomes:
Flexicommercial saw an increase in opportunities won, contributing millions of dollars per month.
Broker Satisfaction:
Brokers began recommending Flexicommercial as the preferred financial services provider.
The Solution and The Results:
365 Broker transformed Flexicommercial’s operations by automating and integrating every step of the brokerage process. Leveraging Dynamics 365 Portals, Azure API Management, The Power Platform and other Microsoft technologies, the platform provided a unified, seamless workflow that significantly reduced manual input and error rates.
365 Broker is a game-changer for financial intermediaries, offering the tools and capabilities needed to improve service delivery and streamline operations. With proven success, 365 Broker is the perfect choice for companies looking to modernise their processes and achieve sustainable growth.