How To Use Technology To Improve The Client Conversion with Guest Ben Shapira

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We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.

• Most technology solutions currently in the market are designed to simplify the process for brokers; the diñeiro app works for both consumers and brokers.
• diñeiro allows users to centralise their financial portfolio and share, allowing brokers to understand a client’s current status and borrowing potential.
• The app is a helpful retention tool for brokers to identify whether their clients might be future property investors by staying connected to the client’s financial goals, assets, expenses, liabilities, and equity growth.
• App engagement is positive even after loan settlement, with consumers checking in once or twice a month.
• Whitelabel functionality is available for brokers passionate about building their brands, allowing brokers to have their own apps.
• Within 24-36 months, we can expect large-scale digitalisation in all areas of the lending space. deñerio expects to move into the small business lending space and anywhere that financial data is necessary — including integrations with the ATO, Xero, and more!

Key Quotes

“[With diñeiro] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben

“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben

“It’s like a birdseye view for your finances.” — Ruan

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

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More From Ruan and his company, Success and Broker:

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Success and Broker