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The aggregator’s latest updates utilise AI-powered automation and tech integrations to help brokers work faster and more efficiently.
Connective has joined a growing number of aggregators to announce innovations in the CRM space, unveiling a number of updates to Mercury Nexus platform, including AI-powered automation.
The major aggregation group has offered Connective brokers a glimpse at its 2025 roadmap during professional development days, with the new updates designed to “streamline broker workflow, enhance client experiences and drive business growth”.
One such feature is Connective AI, an AI-powered automation that reduces research time by providing “fast, reliable lender policy insights at the click of a button”.
Brokers will also be able to get a clearer picture of a client’s borrowing power with Connective’s Financial Passport, harnessing open banking technology.
Meanwhile, the aggregator’s Client Centre has been transformed to create a “faster, more intuitive experience”.
These features – live to Connective brokers – are designed to reduce admin time, increase workflow efficiency, and enhance the client experience and come off the back of direct broker feedback, according to Connective.
Chin Hui Yeo, Connective chief technology officer, commented on the benefits these innovations would bring to brokers.
“Mercury Nexus is built to evolve alongside brokers, integrating AI, Open Banking, and enhanced client engagement tools to help them work smarter, not harder,” Yeo said.
“Our roadmap ensures brokers have cutting-edge technology at their fingertips to deliver an outstanding client experience.”
Innovation in aggregation
A heavy focus on tech and innovation has been a common theme in the aggregation space during recent months, as aggregators seek ways to improve broker workflows and client experiences.
In March, Loan Market Group launched MyCRM Diversified, an “end-to-end CRM for residential, commercial and asset finance”, which brings all deals and lender policies together under one CRM.
Lendi Group also confirmed it is developing several tech products and embracing AI to enhance customer and broker experience as part of its vision to transform Aussie into a “fully integrated property ecosystem”.
Example use cases include AI being integrated into streamlined property searches, conveyancing, and mortgage tracking through tools like Aussie Homes and Live Equity, offering transparency and real-time insights.
Meanwhile, Salestrekker – a CRM used by many aggregators, including outsource Financial – has marked its 10-year anniversary by confirming it has commenced the rollout of Salestrekker 2.0 with industry partners.
The rebuilt CRM features a number of product enhancements, including the ability to participate in Consumer Data Right (CDR) protocols.
Dalibor Ivkovic, Salestrekker CEO, said: “Our mission is to make it easier for brokers to expand beyond mortgages into asset and commercial finance – all from one platform.
“We will bring lenders inside the broker CRM platform for improved collaboration, instantaneous loan decisioning and reduced lodgement and approval timelines.”
A comprehensive round-up of technology innovation in the aggregation, lending, and broking spaces is available in The Adviser’s upcoming April magazine.
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[Related: Connective and NextGen partner on open banking tech]
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