Improve performance.
Get the best out of your advice business with the right tech + compliance support.
Exclusively available through NZFSG, MyCRM is an industry leading client management system ready to plug into your business.
MyCRM powers every part of your business.
One of the toughest balancing acts for advisers is managing added regulatory requirements with a brilliant customer experience. By taking a compliance-by-design approach, MyCRM provides a robust advice process and a suite of tools designed to help you meet your compliance requirements and deliver the best outcomes based on your client's needs.
The Hello Pack
A great way to introduce yourself to your clients, saving time and keeping you safe, as you can include your Disclosure Guide, Online Fact Find, and also information about yourself and your services. All presented in a customer-focused, modern, and easy to follow format under your brand.
Mortgage tools
Mortgage Recommendation Engine unlocks the ability to send a client’s data from MyCRM in one click, reducing duplication and saving you time on calculations and manual data entry.
Time saving productivity tools:
Deal Board – Gain a clear, customisable view of your pipeline at a glance.
MyActivities – Prioritise, organise, and action daily tasks with ease (hello, bulk updates!).
Enhanced Workflows – Automate repetitive processes with flexible triggers and smart checklists.
The Game Plan summarises the preferences and goals of the client alongside their financial capacity, with an easy-to-read conclusion outlining the products and providers that best suit their needs.
Insurance tools
Our Insurance Profiler tool makes it easy to summarise your clients cover and meet compliance standards.
Access Quotemonster’s suite of services at a discounted rate.
Key features of MyCRM
Compliance-by-design
A robust advice process and a suite of tools designed to help you deliver the best outcomes based on your customer's needs and meet your compliance requirements.
All-in-one client platform
One system to manage all of your clients contact, insurance, mortgage and workflow information.
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.
A local support team
On hand to assist you as well a built in Knowledge Base help centre with FAQs, videos and help ticket tracking.
Keep your clients safe
With data security that meets the highest standard of certification.
Don’t just take our word for it.
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Thinking of MyCRM as a CRM system would be a mistake.
MyCRM is a fully integrated, adviser centric tool that enables us to provide end to end service to our clients.
I have no doubt in my mind that without MyCRM, we would not be able to help as many clients achieve their goals in a timely (and importantly compliant) manner.
Aaron Cooke
Loan Market, Auckland
