Our client is a diversified Australian financial group built around several lending brands: one for retail customers, one for high net worth and specialist lending, two that focus on wholesale and broker distribution, and one for strata finance.
The group serves both direct customers and a large network of accredited mortgage brokers, and has recently grown its ownership across parts of the business. As our client brought its retail, private, wholesale and broker operations closer together, it needed a CRM that could handle serious multi-brand complexity, connect directly into its loan origination and banking systems, and scale personalised communications across a partner network of more than 90 white-label brands.