A Broker’s Vessel to Success Featured in The Adviser Magazine

In an exciting development for the broking industry – Hai Money, the newly launched sub-aggregation group under Finsure, has been spotlighted in The Adviser Magazine. This feature, titled “Hai Money – A Broker’s Vessel to Success,” delves into the unique proposition and supportive framework that Hai Money offers to brokers.

Launching a New Era for Brokers

Bruce Li, Head of Growth and Strategy at Hai Money, shared insights into the motivations and mission behind Hai Money. Officially launched in June, Hai Money was created to fill a significant gap in the market – providing robust support to brokers who often find themselves without adequate resources. Our core objective is to boost broker performance through educational resources, extensive support from Business Development Managers (BDMs), and a specially curated Mentor School Programme.

Inclusive and Multicultural

Hai Money prides itself on fostering an inclusive and multicultural environment where brokers from all backgrounds can thrive. Our name, derived from the concept of the “Money Sea,” symbolises the vast opportunities and potential challenges within the financial industry. Our goal is to guide brokers through these challenges, ensuring they have the support needed to succeed.

Comprehensive Support and Resources

Our primary focus is on offering extensive support to new and emerging brokers, particularly young professionals just starting in the industry. The Hai Mentor School provides a solid foundation for brokers, offering coaching from industry veterans and scholarship opportunities to ease the financial burden for new-to-industry brokers.

Li emphasised the importance of a strong network, stating, “We believe the epitome of a healthy community is one where brokers can not only reach out to one another but also build relationships with lender BDMs and aggregator BDMs.” This tight-knit community is central to our values.

Innovative Digital Tools

Keeping pace with technological advancements, Hai Money has developed the Hai Broker Portal, a comprehensive digital hub designed to enhance brokers’ workflow and efficiency. The portal offers a wide range of tools and support services, including the Infynity CRM provided by Finsure, which streamlines workflow and automates time-consuming tasks. Other tools like Quickli and Middle enhance client experience and digital capabilities, empowering brokers to expand their business.

One of our major upcoming projects is the Payment Solution, a revolutionary tool for commission management. This system will allow brokers to securely access and download detailed monthly commission receipts, providing accurate, automated calculations and timely payments.

Partnering for Success

Hai Money believes in recognising the value of each broker beyond their financial contributions. With a diversified lender panel featuring over 100 diversified lenders and service providers, brokers can find tailored solutions for their clients across various niches. Our leadership team’s collective experience of over 20 years ensures continuous support and the introduction of new product offerings to help brokers stay competitive.

Our commitment to brokers is reflected in our actions. We regularly seek feedback to improve our services and celebrate broker achievements with exclusive events. “We truly care about our brokers and ensure our actions reflect exactly that,” Li stated.

For brokers looking to partner with an aggregator that values their voice and supports their growth, Hai Money offers a unique and promising opportunity.

If you want to read more about Hai Money and our feature in The Adviser Magazine, please click here.

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