Resources/Case Studies
Stories from brokerages growing with CitoPlus.
See how Australian brokers use CitoPlus to cut paperwork, lodge faster and close more SME & Commercial deals.
Featured case study
Finance Advisory Co.: How streamlined workflows built a foundation for growth
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.
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How Opibus transformed internal efficiency and strengthened client service 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 transformed internal efficiency and strengthened client service capability
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.
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