Webinars

Learn how to set up and manage the Customer Portal in Broker CRM.

In this 30-minute session, Hamza Behzad, Business Development Director at Finova, explored how mutual lenders can use technology to modernise their retention strategies and strengthen customer growth. Based on insights from Finova’s Retentions & Technology Report 2025, the webinar covered key trends, challenges lenders face, and practical ways to boost retention through digital innovation — including a live demo of the Finova Retentions Portal.

In this on-demand session, you’ll see how to reduce manual updates, apply automated rules to keep product data accurate, and simplify workflows for your whole team.

Learn how to streamline commissions, fees and payouts in Broker CRM with automated, accurate workflows that reduce admin and improve consistency.

Learn how to customise your Broker CRM dashboard and product pages for a faster, more efficient workflow in this quick on-demand session.

Discover how tech can transform end-of-term journeys and boost retention with a live demo of Finova’s Customer Switch and Retention Portal.