How to Keep Your Leads Organised In doing business or working in Australia, you will encounter an overwhelming array of acronyms – ROI, KPI, SLA, SCM, GL, T&A, PP&E, BI, WMS, WBS, EBA just to name a few. But one particular acronym will make your life easier – CRM. Why Using a CRM Is Crucial…
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Since 2016, Wealthify has provided thousands of high-quality finance leads to leading lenders, advisers and mortgage brokers in Australia. We are thrilled with this success, but as part of our quest to continuously offer better lead generation services, we asked our clients how we can improve our offer. We’ve listened to brokers. One of the…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the Grand Final Event! After four rounds of playoffs over six weeks, the championship trophy of Wealthify’s Ping Pong Tournament has been won by Ian Witteridge from Freedom Insurance. Ian is the business development manager of the Sydney-based insurance provider. As the champion of…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 4th round! Full of good moments, lots of laughs and fun, this is how we ended our Mortgages Leaders Ping Pong Tournament at Wealthify’s Headquarters at Ultimo. The last round of players that accepted the challenge were: Brian Ho, Declan Burton-Clark, Drew Clegg, Fiona Dickson and John…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 3rd round! More players accepted the challenge for the 3rd round of Wealthify’s ‘Mortgage Leaders Ping Pong Championship’! Yesterday, ping pong enthusiasts assembled at the Wealthify’s Headquarters at Ultimo to participate in the six-week long competition that is exclusive for mortgage leaders, BDMs,…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 2nd round! Wealthify’s Ping Pong Tournament – 2nd Round of the Mortgage Leaders Battle! After the success of the first round, Wealthify’s ‘Mortgage Leaders Ping Pong Championship’ continue to roll on to celebrate the broker industry and ‘lighten the mood’ at this controversial…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 1st round! Wealthify’s ‘Mortgage Leaders Ping Pong Championship’ has started with the aim to celebrate the broker industry and ‘lighten the mood’ at this controversial time for the industry. The championship is a six-week long competition open to mortgage leaders, BDMs, and other industry…
To all Mortgage Leaders: Join Wealthify’s Ping Pong Tournament and win a free trip to Bali. We are thrilled to launch the first-ever mortgage industry ping-pong competition. Wealthify’s ‘Mortgage Leaders Ping Pong Championship’ is our initiative to celebrate the broker industry and ‘lighten the mood’ at a time of unparalleled regulatory and market change. All…
In Australia, the financial sector is facing significant challenges as customers are becoming more tech-savvy. To be aware of the latest digital trends and SEO best practices is crucial in order to be to be visible online. A report from Forrester reveals that Australian consumers are increasingly empowered by new technologies, rich information sources and a…
