Major broker to use predictive analytics

Software giant Microsoft announced Tuesday that Mortgage Choice will roll out cloud-based CRM solution Microsoft Dynamics across the group’s 450 franchises.

Mortgage Choice CIO Neill Rose-Innes explained that the diversified broker group is currently transitioning from its own bespoke CRM solution to a packaged one addressing the company’s needs.

“The next significant step for us is to deploy the core business intelligence tools enabling increased data insight so that we can enhance services,” Mr Rose-Innes said.

“We want to be in a position to do predictive analytics as well as reactive, which is why our view is to take the journey one step at a time. Deploy the core tools; understand what data is available and what practices are being used in the field. This approach – we feel – allows us to be more proactive and relevant to our customer community,” he said.

Mortgage Choice considered three offerings, including Salesforce.com, before settling on Microsoft Dynamics as its product of choice due to its ability to meet the group’s strategic and project objectives, Mr Rose-Innes explained.

“A core Microsoft Dynamics’ capability for Mortgage Choice is its initial starting point – it can be configured to our use with minimal customisation,” he said.

“This gives ongoing value, as we’re not spending a lot of time re-inventing what’s already been done. Microsoft’s investment into the product, and the regular updates it delivers, was another reason behind our decision, ensuring we can constantly deliver new features and benefits to our customers.”

Mr Rose-Innes said Microsoft Dynamics gives Mortgage Choice a “pathway to the future”.

“Our strategy is very much focused on the cloud – a journey we have already embarked on – so being able to deploy Microsoft Dynamics on-premise initially, with a view to seamlessly moving it online, was a big positive for us,” he said.

“Similarly, Microsoft Dynamics has dramatically accelerated our mobile strategy as it liberates our users to provide a better experience by working from a device of their choosing.”

Mortgage Choice is now piloting and using Microsoft Office 365 for its Melbourne-based business, Help Me Choose.