Client Opportunities
ClientConnection.io
Qualified client conversations based on information customers have already supplied and indicative work already completed.
Client conversations, prepared for you.
ClientConnection helps advisers choose client conversations that suit their business. The client has already supplied meaningful information and received an indicative review, so you are not starting with a cold name. You are continuing a conversation.
Not a cold lead. A conversation already started.
Fictional exampleWhat the client gotThe indicative customer review: headline figures, both scenarios, the mortgage balance graph, potential benefit and term impact.See what the client gotFictional exampleWhat the adviser getsBefore securing and after securing: masked opportunity, region, potential benefit, price, indicative commission potential, then the full adviser opportunity pack.See what the adviser gets
See both sides of the same conversation.
The customer receives something useful first. You can then see what they have already seen before continuing the conversation as their adviser. Both examples use one fictional scenario, with the same reconciled figures.
Choose the conversations that suit you.
Set the regions, lending values, customer types and other criteria that suit your business right now. ClientConnection shows you which available conversations match those preferences and why.
Your Listing
Describes what you can do.
Your Opportunity Preferences
Describe what you want right now.
Four products for New Zealand mortgage advisers
Each product has its own page. Choose the one you want to read about first.
CalcStudio
Client-facing mortgage calculators and decision tools for adviser conversations.
Professional public adviser profiles that help consumers find an adviser.
Base IQ
Coming soon
Future review intelligence for clients an adviser already has.
Adviser resource · separate site
NZMAI.co.nz
NZMAI is a broader resource site for New Zealand mortgage advisers with its own content and its own purpose. It is not a ClientConnection product or feature.
Important information
- Customer calculations are indicative and depend on the information supplied and the stated assumptions.
- ClientConnection does not guarantee savings, conversions, lender approval, settlement or any other outcome.
- The technology identifies a reason for a conversation. The adviser considers the individual circumstances of the customer.
- Regulated financial advice is provided by the adviser where appropriate.
Want to know more?
Want to see how ClientConnection could work for your business? Contact us for more information or book a short introduction.
Better prepared conversations for advisers. Clearer next steps for clients.
Create, continue and maintain client conversations
Individual mortgage advisers register in a few minutes. There is no contract and no monthly fee.