The Growth Series

Podcast #47 - Data Insight Part 2

In the second part of a two part episode on how brokers can use data to grow their business, Nicola Alvarez, Corporate Account Manager at Accord, is joined by Nathan Reilly, Head of Lender Relationships at Twenty7Tec, and Darren Scott, Insight and Performance Consultant at Accord Mortgages. Together, they discuss ways that mortgage intermediaries can use data collection and analytics to improve their service and grow their business.

The first guest is Nathan Reilly. Nathan argues that knowing your customer is at the heart of the whole mortgage process. By using data, brokers can gain a deeper understanding of who their customers are, helping them improve their service and refine their sales strategy. 

Following the coronavirus lockdown, it has never been so important to get a handle on who your customers are. Brokers have seen the way they interact with their customer base change dramatically. Nathan describes how intermediaries could use their data to refine how they interact with their customers to ensure they are doing it the best way possible as things return to normal.

In the last quarter of an hour, our second guest, Darren Scott, draws on his own experiences at Accord Mortgages to discuss how data adds value to brokers’ businesses. As well as improving targeting, Darren explains how data can help make business operations more efficient. Darren talks about how the Accord sales team uses data to ensure they can offer brokers the most relevant product range, saving brokers valuable time.

The Growth Series is a dedicated resource that aims to help mortgage brokers grow their business using digital and communications marketing techniques. For more hints and tips on how to grow your business, you can sign up to the Growth Series for free, here.

00.00-2.17 Intro

2.18 - 26.52 Nicola and Nathan discuss:

  • The importance of customer insight
  • Data and customer retention
  • Becoming more efficient with data
  • Data and mortgage protection or GI
  • Making data driven decisions

26.53-37.55 Nicola and Darren discuss:

  • How the Accord sales team uses data
  • The indispensability of data
  • Using data to create a deeper perspective on the market
  • Finding opportunities with data

37.55- 39.04  Outro

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