Streamlining Operations for a small Finance Company in Queensland.
Challenge This Case Study is a boutique mortgage and financial broking firm with 11 staff located in Queensland Australia. The business was growing quickly but struggling with disconnected systems which resulted in client data being spread across spreadsheets, emails, messaging and multiple software tools. Manual admin and inconsistent follow-ups were costing time and losing leads. […]
Streamlining Operations for a small Finance Company in Queensland. Read More »