Customer Success Stories
Inspiring stories from real CitoPlus users
We exist to help brokers thrive, and delight in sharing their stories and successes. In this section you’ll find a collection of customer stories showcasing how they’ve used CitoPlus to unlock their success.
How FinAd built a foundation for growth with streamlined workflows
Specialist commercial broking firm, Finance Advisory Co (FinAd), is based in Adelaide with a total of 8 staff.
Faced with the challenge of rapidly growing a new brokerage, FinAd needed to find a better solution than using Word and Excel.
How Opibus leveraged automation to increase their capacity and capability
As a brokerage built to help SMEs easily navigate complex lending options, Opibus needed a smarter, faster way to manage their own processes.
Tech-savvy Director Neil McKay looked to slash inefficient processes and enhance the customer experience.
How Profunding leveraged technology to deliver exceptional client experiences
Since 2007, Profunding has been providing its business customers with efficient financing solutions. To maintain their high standard of customer service while minimising the burden of repetitive tasks, they turned to using a specialised digital platform and a virtual assistant to optimise their workflow.
COMING SOON...
Wondering how to achieve more success as a broker? CitoPlus provides the tools and automations needed to make your commercial brokerage thrive. Check back for more inspiring stories and case studies soon.
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