Finsure plans an aggressive pitch for NZ mortgage advisers in 2024

Campbell joined Finsure in July and says the company has been working to get its customer relationship management (CRM) software adapted to suit NZ conditions and practices.

The CRM is “a critical part” of the aggregator's offering and so it was important to take the time to get it right, she says.

“We own it and it was developed in-house in Sydney. It's being updated constantly with new features” as well as the updates from lenders on interest rates and other such information.

“It took quite a lot of work to make it appropriate for the NZ advice process,” Campbell says.