Referring to Wealth Market has never been easier.


As we go into the new year, here's a reminder on how easy it now is to refer your customers to a Wealth Market adviser - all from within MyCRM!

Wealth Market advisers use a phone app called Martin, which links to MyCRM and acts as a valet for your lead, ensuring it’s delivered instantaneously, followed up and serviced at a level that makes both the adviser and the broker proud, and delivers an excellent customer experience as well as best interests duty responsibilities.


What information will be extracted from recent loan applications?

The data extracted relates to a customer’s situation, which helps kick-off the financial advice process. This data does not include any information or the credit decision on the loan. Specifically, the extracted information is:

  • Basic Customer Information (Name, Date of Birth, Gender)
  • Contact details
  • Address
  • Employment details
  • Assets
  • Liabilities
  • Income
  • Expenses

So, next time you are referring a customer to Wealth Market for financial advice simply leave the loan application as selected and we'll take care of the rest!

What do you need to do?

This process allows you to transfer your client's data to your financial adviser at the click of a button in the referral screen in MyCRM - straight to the Martin app in the adviser’s hands. 

More data entered by broker = better result

  • Leave MyCRM boxes checked
  • There are two boxes to check, 1. transfer of information, 2. Is referral  (trigger). If the broker leaves the box checked, the data will be picked up and digitally delivered to a planner
  • No more scanning information to send.
  • Deal with apprehension about privacy

Benefits

  • Your Wealth Market adviser has his phone in hand, all of the information arrives, and is viewed instantly. 
  • Immediacy is the ultimate advantage in winning clients
  • Once an appointment is made, and all the paperwork is pre-populated by Martin (using the broker’s information inputs + the inputs from the planner on the call). 
  • The updated loan information being immediately auto-inserted into financial planning software is the ultimate efficiency innovation, no more laborious collating, scanning, updating etc.