Keep up to date with all things Mercury Nexus!
You can now view your broker accreditations from an Opportunity.
When a broker is added as the advisor to an Opportunity, lender accreditations can be viewed by selecting the drop down to the right of the name.
You can now quickly find business details from your Opportunity.
The Contacts tab, located in the sub menu on the left, will now display a company contact card containing the business address and phone number.
We're continually improving Mercury Nexus to save you time and make running your business smoother.
You can now send the same SMS text message to multiple numbers from within Mercury Nexus.
When you process a SMS auto action, simply add the additional phone numbers you wish to send the message to, separating each with a semi colon.
Your message will be sent to all the numbers listed.
You can now personalise your Mercury Nexus view and move columns to the order that suits you best. Mercury Nexus now automatically remember these preferences the next time you visit.
This is just another example of how Mercury Nexus saves you time and allows you to work the way you want to.
From 5 October 2021, the design and distribution obligations (DDO) came into effect.
ACL holders and Connective credit representatives will need to notify Connective if they receive a customer complaint relating to a lender’s product.
Notify Connective of a product complaint here - https://learnmore.connective.com.au/lender-product-complaints/
Learn more about DDO here - https://support.connective.com.au/hc/en-us/articles/4406171013401-Design-and-Distribution-Obligations
There are reforms to anti-hawking legislation coming into play on 5 October 2021, which will change how you refer Allianz insurance to your clients.
What’s changing?
Insurance providers are prohibited from offering financial products to consumers during unsolicited meetings or phone calls.
Allianz will now need the express consent from your client prior to you referring them.
What does this mean for you?
You must refer Allianz insurance via Mercury Nexus and gain explicit consent from the client.
How to refer insurance via Mercury Nexus?
Mercury Nexus makes this super easy to embed as part of your process.
Click on the ‘Insurance’ dropdown in your client 'Opportunity’ record, select ‘Allianz’.
You’ll be prompted to read a statement to your client and tick the check box once you’ve gained consent. 
If you have questions reach out to your BSM.
This will streamline your initial interactions with clients and save you the hassle of having to send a seperate consent form, ultimately freeing up your time.
Did you know your web browser has a built in spellcheck?
You can activate this in Google Chrome by right clicking your mouse and selecting spellcheck.
Misspelled words will now appear underlined with a wavy red line, and you can easily select the correct spelling by right clicking over the error.
Visit the Connective Wiki to learn more about this new Nexus Feature.