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The fintech has announced plans to rebrand its financial management platform.
Fintech company diñeiro has unveiled its plan to relaunch its financial management platform to “reshape the broker-client relationship for the industry”.
The app was originally designed to provide clients and their brokers with visibility across all assets and liabilities. However, according to the company, the platform evolved into a “customer connection platform” while leveraging its Consumer Data Right (CDR) credentials.
Set to be rebranded as dosh for its next iteration, diñeiro aims to deliver a “seamless and secure” alternation to email and text by housing all conversations within an encrypted messaging feature.
The fintech company confirmed that this product is white labelled, providing brokers with an “extended brand ecosystem in which to engage with clients”.
Chief executive of diñeiro, Andrew Gooding, said the latest evolution to dosh provided brokers with “greater efficiency in managing and enriching client relationships”.
“The diñeiro product has had a glow-up and the result is dosh,” Gooding said.
“It continues to provide clients and their brokers with a dynamic view of all their assets and liabilities, spending habits and insights to help clients build a deposit and get to lodgement faster.
“With the press of the button, fully formatted client reviews mean brokers can elevate their value to clients.
“Furthermore, live data downloads which show loan and offset balances, as well as current interest rates, mean that brokers are finally in a position to have real-time visibility of their clients’ loan status.”
Gooding further stated the addition of encrypted messaging means brokers will no longer have to “sift through emails”.
“… [A]ll correspondence between them and the client is housed securely in the app,” Gooding said.
CEO of brokerage My Expert, Brett Wadelton, said the rebranded platform would create a “tighter ecosystem” between clients and their brokers.
“There’s also a big challenge for the industry once a client is approved by a lender,” Wadelton said.
“Even though lenders are providing the product, many take the position that the borrower is now their client – not ours – and look to cross-sell other products to them.
“I have an advice business offering financial planning, tax, and accounting and commercial, asset finance and residential lending through our brokerage.
“Through dosh, we’ll be able to keep our clients in our ecosystem through user-friendly communication and content that we’ll be able to segment based on their needs, not bombarding them with generic information.”
[RELATED: Aggregator partners with diñeiro]
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