NZFSG's Adviser Insights simplifies performance tracking with intuitive reports for mortgage advisers
New Zealand Financial Services Group (NZFSG), the country’s largest aggregator, has introduced a cutting-edge reporting tool called Adviser Insights, designed to transform how mortgage advisers monitor performance and plan their businesses.
The tool consolidates valuable data into actionable insights, enabling advisers to make smarter, data-driven decisions.
Adviser Insights integrates over 50 key data points from MyCRM, NZFSG’s business platform, into seven intuitive reports.
These user-friendly dashboards provide clear snapshots of performance, helping advisers and business owners streamline operations and identify growth opportunities.
Actionable insights for smarter decision-making
The tool was piloted with success, with advisers praising its clarity and practicality. Becs McCallum of Loan Market described the tool as transformative for her business.
“There’s so much valuable data at my fingertips, and embedding this kind of reporting has been a game-changer for supporting our clients and business growth,” McCallum said.
The six main dashboards include:
- Business overview: Key performance metrics, book segmentation (LVR, lender, and purpose), and settlement comparisons.
- Adviser performance: Lodgements, approvals, conversion rates, and lender spreads.
- Referral reporting: Lead volumes from referrers and their conversion rates.
- Client overview: Demographics, repeat client trends, and segmentation insights.
- Conversions: Analysis of deal pipelines and the impact of recent changes.
- Settlements: Detailed settlement trends by lender, deal purpose, and allocated advisers.
Additionally, a “Missing Data in MyCRM” report identifies gaps in data quality and allows corrections directly within the dashboard. Every report includes a detailed data dictionary, clarifying the data sources used, which enhances adviser efficiency and accuracy.
Designed with mortgage advisers in mind
Kim-anaka Baillie (pictured above right), NZFSG’s head of customer experience, emphasised the importance of building tools that cater to mortgage advisers’ real-world challenges:
“We’re listening directly to the advisers on the ground and incorporating their feedback into every decision,” she said. “This approach allows us to deliver solutions that genuinely empower advisers to succeed, rather than imposing a one-size-fits-all model that delivers little value.”
Empowering growth through Adviser Insights
The Adviser Insights tool simplifies performance tracking and offers advisers a complete picture of their business. By harnessing robust, clear reporting, advisers can identify strengths, address inefficiencies, and improve client relationships, all while growing their businesses strategically.
With the launch of Adviser Insights, NZFSG continues to lead the way in delivering practical, data-driven solutions for mortgage advisers across New Zealand.
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