PROTECTED
Compliance made simple.
Compliance is built into the way you work with Fintelligence, from streamlined processes to built-in tools and real support, so you can stay on track and focus on growth.
COMPLIANCE SUPPORT
Built-in compliance, built for brokers
With Fintelligence, compliance is part of your everyday process, not a bolt-on or afterthought. Through Ambition Cloud
and our support team, we help brokers stay compliant, protected and ready to grow.
Pre-built Checklists
Compliance tasks are embedded into your workflow and kept up to date as regulations evolve.
Secure digital storage
All your documents, all in one place - ready when you need them, safe when you don’t.
Digital ID & signatures
Secure for your clients and efficient for your business.
On-call trained support
Our team is here with guidance and practical support - so you’re never left guessing.
Industry & regulator support
Staying informed on regulatory and industry developments is critical for broker success. We monitor updates from ASIC, MFAA, FBAA, lenders and other key bodies to keep our broker network aware of important changes.
If you are ever contacted by a regulator, you will not be left to manage it alone. Our team is here to guide you through every step.
Professional indemnity cover
Having the right professional indemnity cover matters. We’ve worked closely with our insurer and ASIC to ensure that our PI program meets the requirements of RG210 and includes added features that go beyond the basics.
It’s one more way we help you stay protected and focused on running your business.
“I partnered with Fintelligence because of the software, sales training, support and the Ambition system is user friendly and great for compliance."
Sandra Jeffrey
Managing Director, Car Loan Hunter
Become a broker
Want to find out more? Start here.
Connect with us to learn more about how we support brokers like you to stay compliant, confident and focused on growth.
