Finance and Coffee
4 years ago · Video
Sponsored by Salestrekker
The CEO and founder of Salestrekker (an automation CRM software that helps you organize, collaborate and automate your ongoing work and projects) tells us about the concept of Open Banking and Consumer Data Right (CDR) and why brokers should be the early adopters of it. Helping people secure the right loan can be one hell of a rollercoaster chasing after bank statements, payslips, tax returns and loads of other documents. What’s the solution? In this ever-evolving digital world, it’s only natural that our industry eventually gravitates towards digitalising everything to enable customers to keep track of their banking in one place and enable brokers and lenders access to data that will help them do their jobs with a click. We need a unified full-service digital space that allows all the parties fast access to information to speed up loan application and approval processes. Tune in to our eye-opening chat with Dalibor to reflect, learn and totally rethink the entire model of your brokerage service.
If you want to keep on top of your game, you might even go on your computer and do further research on the concepts, facts and figures you’ve heard. To learn more about Dalibor and his pioneering app visit: https://www.salestrekker.com/