Understanding your business performance shouldn’t require digging through reports. Our Analytics platform brings together customer, loan and market data into easy-to-read dashboards, giving you the insights you need to monitor performance and make informed decisions.
A vital tool to help you operate more efficiently
One of the greatest benefits of data is that it enables you to make evidence-based decisions. By analysing customer behaviour and business performance, you can test assumptions, identify opportunities and adjust your strategy based on real insights. With access to a suite of dashboards, you can easily analyse commissions, sales, loan portfolio splits and marketing effectiveness with ease.
Put your business on a dashboard
Understanding your performance data can be the key to unlocking improvements across your workflow, systems and revenue. To easily track the data points that are important to your business, take advantage of dashboards. A good dashboard should be easy to understand, provide great visibility, save you from crunching reports, and help you make more informed decisions.
Access valuable customer data
Becoming more data-driven starts with understanding your customers and the insights hidden within your data.
To get the most value from your data, start by using it to identify and define your ideal target audience. This will help you to be more strategic, improve efficiency, and direct resources towards your most valuable and profitable customers.
Our Analytics platform helps brokers by providing access to basic demographics like age, location, and gender, and then combines that with detailed loan data. The power of analytics is the ability to understand your business through the lens of both customer and loan data. business processes, you might also be interested in our Better Brokers Guides available here.
Turn data into better business decisions
Discover how Analytics helps brokers gain visibility over performance, understand customer trends and make more informed business decisions.
You need commission transparency
Understanding how commissions flow through your business is essential, yet many brokers struggle with limited visibility into their commission data. Analytics gives AFG brokers a detailed view of commissions by payment history, lender, loan writer, portfolio value and commission adjustments, with the ability to compare performance year on year. This makes it easier to track revenue, identify trends and uncover opportunities for growth.
A system to help you predict customer behaviour
We are often so focused on getting customers in the front door; we miss the ones wandering out the side exit! This ‘churn’ can be a significant cost to busy brokers.
At AFG, we have created an artificial intelligence (AI) solution for brokers, called the Smart marketing tool. The system identifies residential home loan clients who might be thinking about changing their current loan situation.
Our broker AI solution works by using machine learning to ingest and process hundreds of thousands of data points and find patterns that can predict human behaviour. Those patterns are then compared to existing data points to identify which customers are the most likely to make a change in the immediate future. The results are automatically displayed for brokers so they can reach out to the customer.
Gain a deeper understanding of your business and customers
Data is essential to understand your customers and make calculated business decisions to accelerate your growth. AFG Analytics is an in-depth analytics engine that can display your most important business information in one simple view.
Pick an aggregator that has your back
Find out how a switch to AFG could take your business to the next level, on your terms.
This article contains general information only and does not constitute financial, legal, tax or accounting advice. The information does not take into account the objectives, financial situation or needs of any particular person. Before making any financial or business decision, independent professional advice should be obtained where appropriate.