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Platform Finance launches BID-compliant CRM

Platform Finance launches BID-compliant CRM subscribe A A The asset finance group has launched a BID-compliant CRM system, in addition to a quoting and lodgement system designed for mortgage brokers. Platform Finance has rolled out its customer relationship management (CRM) system, Platform Connect, as the group prepares for the official start of the best interests duty (BID) on 1 January 2021. The launch has come on the heels of the federal government looking to extend BID to all credit assist...
Malavika Santhebennur Brad Crinion Damian Mantini National Consumer Credit Protection Platform Finance Platform Connect

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