12TH AUGUST 2020
Bombora Advice selects WealthConnect, powered by Salesforce as their advice platform of choice.
Bombora, one of Australia’s leading personal risk advice group, announced today that it has selected RiskConnect and WealthConnect, the flagship products from Creativemass, as its advice platform of choice.
Bombora, established in July 2013, has attracted some of the country’s foremost professional risk practices, with now over 20 + businesses and 150 + full time staff making it one Australia’s Largest Personal Risk Adviser Licensee of its kind. With a focus on constant improvement, its aim is to provide the highest levels of professional risk advice, claims management and ongoing service to its clients.
“This is going to be absolutely game changing; It will transform the work the team do” Drew Burden, Managing Partner of MBS Insurance (a key Bombora practice) said. “The direction they have will transform the way you manage the business and ultimately flow through economically to better margins and more productive activity”.
Creativemass has spent several years refining an Advice Platform for today’s leading advisers. Bombora chose Creativemass as its advice platform of choice, firmly believing that RiskConnect and WealthConnect will allow a greater connection to its clients, provide game changing efficiency benefits, significantly reducing time spent in the advice process, which enables practices (large or small) to facilitate growth.
While discussing the partnership, Founder and chairman of Creativemass Michael Rouse went on to say,
“While our vision has always aligned with the Bombora team, it was really our ability to match their need to reduce back office complexity, to be able to scale, to be compliant simply through action not administration and most importantly to be a user friendly enterprise application that makes us excited for the years ahead with Bombora”.
Wayne Handley, MD Bombora Advice was also complimentary of the partnership stating,
“We have been focused on our IT strategy for quite some time. The market has never provided an offering for risk specialists and whilst some solutions on offer are adequate, adequate is no longer good enough – professional risk practices deserve better. We are very committed to being an elite provider in the market and this initiative underpins that commitment. We believe we have chosen two very, very good organisations to partner with”.
Creativemass are delighted to be embarking on this partnership with Bombora and can’t wait for the journey ahead.