Introducing MyCRM

Exclusively available through NZ Financial Services Group, MyCRM is a world-class sales and client management system ready to plug into your business! MyCRM offers everything you need to supercharge your financial services practice.

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All in one client platform Use one system to manage all of your clients contact, insurance, mortgage and workflow information.

Create loan and insurance recommendations Complete quotes for products, provide report recommendations for your customers.

Integrated application forms Submit instant application forms to lenders and insurers in one system.

Streamlined workflow tools so your team can work together and manage your pipeline of applications with lenders and insurers.

Take Advantage of MyCRM

NZ Financial Services Group offers an unbeatable mix of smart technology, training and support, and very attractive business terms. Whether you’re looking for a group to join, or would like to compare what your current group provides, we’d love to talk with you.

So call us on 0508 87 87 88 or send us an email at info@nzfsg.co.nz.

NZFSG as a group have supported myself in my business for the last 6 years. My business has substantially grown year on year and I could not have done it without specifically, the Loan Market team and the NZFSG systems and support. Many Thanks.

-- Nick Kotze - Wealth Financial Services Ltd
In Partnership with:
  • NZFSG Clients
  • NZFSG Clients