Finance Specialist: Servicing clients and building relationships

Lenders often lump SMEs into broad categories, which can lead to smaller businesses receiving less personalised service compared to larger ones. This creates opportunities for brokers and non-bank lenders to fill gaps, especially for niche needs like invoice financing.

Brokers must build trust by being honest and transparent with clients, helping them achieve their goals while managing expectations. Overall, the discussion emphasises the importance of personalised service, education, and strategic planning in helping SMEs navigate their financial challenges.