National brokerage announces fintech partnership

A national mortgage broking franchise has harnessed the technology of local fintech Proviso to streamline the flow of customer data.

MoneyQuest has entered into an agreement with Proviso to use its product BankStatements, enabling customers to seamlessly send their bank transaction data to brokers. The technology is also expected to boost conversion rates for brokers.

“MoneyQuest is very proud of its reputation for providing a superior customer experience and our new partnership with Proviso utilising their product BankStatements is sure to take this customer experience to even greater heights,” MoneyQuest managing director Michael Russell said.

“One of the biggest frustrations for both our customers and franchise owners is having to wait days for our customers to be able to retrieve their bank statements and then send them through via scan and email. It’s time consuming and doesn’t provide the greatest customer experience at a time where very often there may be other stresses associated with the loan and/or its purpose,” he said. “The technology makes the loan application process much better for all parties.”

MoneyQuest has been trialling the technology using a pilot group of franchise owners.

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Source: National brokerage announces fintech partnership – The Adviser