Client
Services
Other topics
Finstro partnered with Liveware to modernise its broker and partner operations by replacing manual processes with a secure, self-service digital platform.
Executive Summary
Finstro, in a fast-paced fintech setting, relied on manual workflows for broker referrals and customer onboarding. Liveware developed a custom Broker Portal on Salesforce Experience Cloud, allowing brokers to manage deals, upload information, and track progress in real time.
The outcome included an improved partner experience, lower operational costs, and a scalable base for future features like broker payments and trade partner portals.
The Challenge
About Finstro
Finstro is a Sydney-based Australian fintech company founded in 2014 that provides B2B trade payments and flexible credit solutions for small-to-medium businesses.
The company has funded more than $1.3 billion in transactions and supports 6,000+ Australian businesses through products such as FINSTROPay and FINSTROTrade.
Headquartered in Sydney CBD, Finstro continues to expand its partner network and digital financial services platform.
Finstro’s broker and trade partner operating model relied heavily on manual handling of:
- Email threads and spreadsheets systems
- Excel-based scorecards for credit checks
- Manual data entry and updates by BDMs on behalf of brokers
This resulted in…
- Limited broker visibility into deal progress
- High administrative overhead
- Slower deal cycles and onboarding
- Increased cost-to-serve per deal
The Solution
A custom Salesforce Experience Cloud platform enabling brokers to manage deals, track progress, and interact with Finstro’s systems in real time.
Technology
We developed a fully custom Broker Portal built on Salesforce Experience Cloud, leveraging Salesforce platform services to provide secure, scalable external access.
Integration
The portal integrates directly with Finstro’s internal Salesforce environment and Admin Portal, enabling seamless data flow between brokers, BDMs, and internal credit teams.
Experience (User Experience)
The portal provides brokers with a user-friendly interface to manage customer applications, track deal status in real-time, upload documents, and access up-to-date information.
Collaboration
The solution was created in collaboration with Finstro’s teams and offshore resources, involving coordination with the Philippines team for secure data exchange and aligned system architecture.
The Outcomes
By replacing fragmented manual workflows with a connected partner platform, Finstro unlocked operational efficiency while improving broker engagement and deal transparency.
$1.3B+
Enhanced operational workflows support the transaction ecosystem.
30-40%
Reduced manual administrative workload for BDM teams
75%
Eliminated reliance on spreadsheet based tracking processes
Which resulted in the following qualitative impact
- Improved broker experience through self-service deal management
- Increased operational transparency across partner and internal teams
- Reduced operational friction between brokers, BDMs, and credit teams
- Strengthened data integrity by centralising the process in Salesforce
- Established the foundation for upcoming capabilities, including broker payments and trade portal
Why It Matters
By replacing fragmented manual workflows with a connected partner platform, Finstro unlocked operational efficiency while improving broker engagement and deal transparency.
- Self-service portals reduce operational cost-to-serve
- Real-time partner visibility accelerates deal cycles
- Integrated fintech platforms improve data integrity and compliance
- Scalable digital infrastructure supports partner network growth
Stop managing the past.
Start building the future.
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