Infynity CRM is a cutting-edge broker CRM (Customer Relationship Management) system developed by Finsure, a leading aggregator in Australia’s mortgage and financial services industry.
The platform is highly regarded for its innovative features and seamless integration capabilities. It is a fantastic tool for brokers that aids in streamlining their operations and delivering exceptional service to clients.
Let’s dive into what makes Infynity CRM a standout tool for Finsure brokers.
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What is Infynity CRM by Finsure?
Infynity CRM is a comprehensive platform designed exclusively for Finsure brokers, enabling them to centralise their operations, manage client information, and track interactions effectively. The platform automates key processes such as lead nurturing and compliance monitoring, allowing brokers to focus on client relationships and service delivery.
By integrating seamlessly with various third-party applications, Infynity CRM provides Finsure brokers with all the necessary resources in one place, helping them optimise workflows and make data-driven decisions. Its user-friendly interface and powerful features make it an essential tool for brokers within the Finsure network.
Key Features of Infynity CRM
Infynity CRM is packed with sophisticated tools and functionalities aimed at giving brokers a competitive edge:
- Intuitive User Experience:
The platform features a user-friendly interface, making navigation through various tools seamless, even for non-tech-savvy users. - Innovative Client Centre:
The client centre enhances client interactions by efficiently managing client information, tracking interactions, and ensuring timely follow-ups, which boosts customer service and satisfaction. - Automated Processes:
Infynity CRM automates numerous routine tasks, such as lead nurturing, follow-up reminders, and document management. This automation saves brokers valuable time, allowing them to focus on more strategic activities. - Sophisticated Marketing Tools:
Brokers can access advanced marketing tools, including SMS marketing, email campaigns, social media integration, and automated customer journey management. This intelligent marketing automation targets the right audience with personalized messages, improving client engagement and conversion rates. - Third-Party Integrations:
The CRM integrates smoothly with third-party applications such as customer leads programs, educational tools, and property referral partnerships, ensuring that brokers have all the necessary resources at their fingertips. - Inbuilt Compliance:
Reflecting recommendations from the Royal Commission and other industry regulations, Infynity CRM includes inbuilt compliance functionalities that help brokers stay compliant without compromising their operational efficiency. - Cost
Infynity CRM is part of Finsure and is hence included as part of Finsure’s aggregator fees.
Market Position and Recognition
Infynity CRM is hailed as one of the most advanced CRM platforms in the brokerage industry. It won the “Technology Platform of the Year” award at The Adviser Magazine’s 2022 Australian Broking Awards, highlighting its innovative solutions and impact on broker recruitment and business efficiency.
Achievements and Impact:
Simon Bednar, CEO of Finsure, attributes much of the company’s rapid growth and award-winning status to Infynity CRM. The CRM’s data-driven insights and robust technological offerings have boosted broker confidence and customer acquisition.
Strategic Integrations and Innovations
Infynity CRM is lauded for its strategic integrations and innovative tools rooted in advanced technology:
- Intelligent Integrations: The CRM integrates with services like customer leads programs, SMS marketing tools, and educational resources, enabling brokers to enhance their operations significantly.
- Data-Driven Insights: Infynity CRM’s ability to provide data-driven insights assists brokers in making informed decisions, optimizing their workflows, and managing time and resources efficiently.
Support and Resources
Finsure extends substantial support to brokers using Infynity CRM:
- Ongoing Support: A dedicated support team is available for brokers, ensuring timely resolution of any issues and smooth operation.
- Educational Resources: Finsure offers educational resources to help brokers and their teams fully utilize the CRM’s features, keeping them updated on the latest tools and functionalities.
Ongoing Development and Future Plans
Committed to continuous development, Finsure plans to roll out new services and customer-facing tools regularly. This commitment ensures that Infynity CRM evolves with industry needs, maintaining its competitive edge and helping brokers achieve long-term success.
Future Innovations: Simon Bednar emphasized Finsure’s focus on enhancing CRM functionality and improving broker workflow through continuous innovation, ensuring brokers can look forward to new features that streamline their business operations further.
Conclusion
Infynity CRM by Finsure transcends being just another customer relationship management system; it is a comprehensive platform tailored to meet the needs of modern brokers. With its extensive features, integration capabilities, and commitment to ongoing development, Infynity CRM empowers brokers to deliver superior service to their clients efficiently.
The platform’s recognition as Technology Platform of the Year underscores its value to the brokerage community. With Finsure’s dedication to continuous innovation and robust support, Infynity CRM is poised to remain a game-changer in the industry.