Case Study: ANZ achieves compliant broker performance with DeakinCo.'s Broker Hub

ANZ - Customer Case Study

ANZ needed a better compliance training program for its finance brokers, who worked independently of the bank and needed to stay on top of responsible lending requirements. DeakinCo. responded with a design-thinking-led approach, proposing a shift away from heavy eLearning toward practical, on-the-job support through a broker portal concept.

DeakinCo. implemented Broker Hub, a portal that embedded compliance into the sales process with just-in-time tools, calculators, an interview guide, and searchable content tailored to broker needs. The solution was well received, helped ensure compliance, and improved performance and profits; ANZ also planned to expand the portal framework to other business areas.

ANZ