WizWealth Finance Targets Sub-30-Minute Response Times Powered by AI and Automation
LEAD
WizWealth Finance, a Melbourne-based mortgage brokerage serving clients across Truganina, Richmond, and Doncaster, today announced a major service initiative aimed at significantly reducing response times for new enquiries through the implementation of artificial intelligence and automated workflow technology across the business.
The business has introduced an internal service target of providing an initial response to new enquiries within 30 minutes during business hours wherever reasonably possible.
TECHNOLOGY AND AUTOMATION
The new system focuses on the gap between a client submitting an enquiry and a broker making first contact. AI-powered routing and workflow automation are designed to immediately allocate incoming enquiries to an available broker, helping reduce delays traditionally associated with manual queue management and shared inbox monitoring.
STRATEGIC DIRECTION
“Our goal is straightforward — when someone reaches out to us, we want a real broker speaking with them as quickly as possible. We have built our technology around improving that first point of contact.” — Rick Sethi, Director, WizWealth Finance
BUSINESS IMPACT
Earlier discussions with an experienced broker can help identify potentially suitable lending pathways, reduce time spent exploring unsuitable options and assist clients in progressing through the lending assessment process more efficiently.
IMPORTANT INFORMATION
All lending is subject to lender approval, eligibility criteria and responsible lending obligations. Loan suitability depends on individual circumstances.
WizWealth Finance does not provide legal, taxation or financial advice. Clients should seek independent professional advice before making financial decisions.
SMSF lending may not be suitable for all clients. Individuals considering borrowing through an SMSF should obtain independent financial, legal and taxation advice.
Response time targets are internal service goals only and are not guaranteed.
MEDIA CONTACT
Name: Rick Sethi
Title: Director, WizWealth Finance
Phone: 1300 912 340
Email: rick@wizwealth.com.au
Address: 2/16 Prosperity st Truganina VIC 3029, Melbourne, VIC, Australia
Website: https://www.wizwealth.com.au/