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There’s a heap of good tech in the broker market, but there isn’t and never will be the one piece of tech to conquer all. That’s where API’s come into play. What is an API? We don’t want to presume you know, so in layperson terms, an API (Application Programming Interface) is a set of rules or protocols that enables software applications to communicate with each other to exchange data, features and functionality. When two or more good pieces of adjacent tech become connected via an API, the whole can become greater than the sum of it’s parts. Simple. And yeah, as the label suggests, we’re now API enabled via both Zapier middleware, or via a direct handshake, meaning we can send and receive data from other platforms. Is this an easy thing to put in place? The answer to that ranges from “yes it’s very easy” to “yes it’s very easy for us, but…” To find out more about how easy (or not) it is for you to take advantage of our API, hit this link to book some time for a chat - https://lnkd.in/dwJeDkz3 Andrew Gooding Ben Shapira #financebroking #mortgagebroking #openbanking

It's great to keep your clients on the right path with great technology, but at what cost to your business? Our solution not only keeps you connected to your client's financial position (and much more), it won't break the bank. Want to find out more? Find out more here - https://doshapp.com.au/

An interesting article in the New York Times earlier this month about the problems of email, or Gmail specifically in this case. We'll put the link to the article below, but for those of you who can't access it, the following quote taken from the article will give you the gist. Our point? Not that email is a dead end for your direct to client content, simply that it's not as effective as it was in years past. Amongst other things. "A few months ago, I euthanized that Gmail account. I have more than a million unread messages in my inbox. Most of what’s there is junk. But not all of it. I was missing too much that I needed to see. Search could not save me. I didn’t know what I was looking for. Google’s algorithms had begun failing me. What they thought was a priority and what I thought was a priority diverged." Full article can be found here - https://lnkd.in/gpjrRYd9

Why are our new Messaging and News functions a win for you and a win for your clients? We could try and summarise them in a paragraph, but that just gets messy so here’s a list of reasons - - First and foremost, full encryption means peace of mind for your clients. With so many scam emails and texts being thrown around the ether these days, encrypted in-app messaging is the smart choice for communicating with your clients. - All of our email and text messaging inbox’s are bursting at the seams and it’s easy for things to get lost. In-app messaging shifts your client conversations to their own, neat little home. - Conversation threads help you to create organised discussions with your clients around specific messages. They let you discuss topics in more detail without getting wires crossed. - We all know that content distributed in an app is better to consume than content delivered by email - it looks better, it feels richer, and therefore it’s more likely to be consumed. Oh, and it doesn’t end up on junk mail which is the reality for most email marketing platforms (like this one I’m using now!) We could add more to the list but might lose you if we keep on going. But there is another thing worth noting - the Messaging and News functions, along side the Document Sharing and Financial Management functions, all sit side by side in your very own white-labelled eco-system. Would you like to find our more? Let's connect for a demo and a chat about the many ways dosh can enhance your offering. Book some time here - https://doshapp.com.au/

As announced in The Adviser Magazine today, we've been very busy building the finance industry's first open banking enabled Client Connection Platform. You can read the article via the link below or head to our product site at www.doshapp.com.au for more information. https://lnkd.in/g--SdjSu Andrew Gooding Ben Shapira 🦉Astitva Gautam

Thank you for the invitation 🙏🏼

We’re excited to work with the My Local Broker team and their network of brokers on this rollout! #fintech #openbanking #mortgagebroking #finance #homeloans #cdr Scott Mcteare Ben Shapira Andrew Gooding https://lnkd.in/gu4jtEZQ

Last week finished on a wonderful high for diñeiro, being awarded Technology Service Provider Of The Year at The Adviser Magazine Australian Broking Awards. It's a huge honour, especially given the quality of the other finalists, and gives us enormous confidence about our place in the fantastic finance broking industry. Thank you to all those who have supported us on the journey so far. #ausrtalianbrokingawards #mortgagebroking #financebroking #finance #fintech Ben Shapira Alexander Brown 🦉Astitva Gautam Andrew Gooding

A great year keeps on getting better having been announced as finalists in the category of Technology Service Provider Of The Year at the upcoming Australian Broking Awards. It's so humbling to see our name listed alongside other brilliant technology trail blazers in the category. Thank you to those who have supported our journey so far. #financebroking #fintech #openbanking #technology #mortgagebroking Andrew Gooding Ben Shapira Alexander Brown Astitva Gautam Envestnet | Yodlee Stone & Chalk