Starting out in the industry in 2015, the team at Trail noticed first-hand how hard it was to run an effective financial advice business. Generating leads, following up with prospects, and effectively managing admin was a huge challenge for their previous financial advice business.
The hardest part of all? Clients were ready to do business online, but the advice industry was not. The team looked everywhere for great software to accelerate sales for mortgage and insurance brokers. The key here is great, not some antiquated software built 15 years ago, based off an excel spreadsheet. They wanted something powerful yet simple, something they could be proud of presenting to their clients. Meeting people face to face is very important, but having the flexibility to work from anywhere, and do business with prospects the way they want was an advantage the team knew they needed.
When they couldn’t find software that was right for their broking business, they built it themselves. In under two years, while refining the product, their broking business settled over $200mn in mortgages. The team achieved this without any prior broking experience. Over 70% of their clients were advised and processed online, without ever meeting face to face. All of this while testing and refining their software. Their goal has always been to make great financial advice more accessible, which the team is uniquely positioned to achieve.
Chuck Slogrove, along with Ben Krebs & Jon Krebs sold their stake in the advice business to double down on their vision to bring next generation software to Advisers around the world. They’ve packaged up the tools they used to run an extremely effective advice business and are making them available to all mortgage & insurance advisers for the first time. They are passionate about making great advisers extraordinary.
Chief Executive Officer
Chuck Slogrove understands financial advisers, and has previously successfully exited from his own financial advice business. Graduate in Finance from the University of Auckland. He is responsible for the direction of the business.021 023 69299
Nick is in charge of assessing whether Trail is the right fit for prospects. He has been intimately involved with the development of the software and understands how to help advisers get the
most out of Trail.
Client Success Manager
Jimmy has joined Trail to be in charge of onboarding and training new clients. He is your best point of call for any questions about how to use Trail. His responsibility is to make sure that all Trail's users are receiving exceptional service enabling them to focus on delivering advice.022 172 0932
Chief Technology Officer
Ben is in charge of Trail’s product and systems. He is responsible for ensuring Trail is secure, robust, and reliable. He has experience working at a Microsoft Partner company, and has an engineering degree from The University of Auckland.021 068 1646
Head of Product
Jon works with Trail's customers to make sure the software is effortless to use, and works intuitively. He has experience working at a Microsoft Partner company, and has an engineering degree from The University of Auckland.
Rohit brings his skills in programming to Trail helping to build industry leading software. He is a full-stack developer in charge of ongoing maintenance and building new features based on customer feedback. He has a masters degree in engineering from The University of Auckland.
While completing his masters in software engineering, Vai helps ensure the quality of our products and features. He is responsible for testing new product developments.
Wael comes into Trail to keep us ahead of the curve with changing regulations in the industry. An expert in compliance Wael services advisers implementing compliant processes into their businesses and building compliance tools into Trail's software.
Daisy has joined the team, she helps maintain office morale, culture and reminds everyone to stretch their legs on a daily walk.