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 detail here is 'great software', 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 brokers 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 brokers for the first time. They are passionate about making great brokers extraordinary.
Chief Executive Officer
Chuck Slogrove understands financial brokers, having previously successfully exited from his own financial advice business. He is a graduate in Finance from the University of Auckland. He is responsible for the direction of the business.
Head of Operations
Nick guides the operational teams in Trail and KAN. He executes on new strategies and refines our existing ways of working, applying his background in technology and engineering degree. Nick enjoys playing tennis and has a black belt in Taekwonemail@example.com
Business Development Manager
Warwick assesses whether Trail is the right fit for prospective users. He looks to understand the intricacies of each individual business show them the value Trail can bring to their unique ways of working. He is also in charge of organising office birthday firstname.lastname@example.org
Client Support Specialist
Jade assists with speaking to potential future Trail users and assessing if Trail is a good fit for their business. She is also responsible for logistics and organising the best food for Trail team email@example.com
Stephanie leads our Compliance team with extensive experience as a Financial Adviser in the overly regulated Australian market and having studied Law. She loves helping our advisers meet all their requirements & answering all of those complex questions. In her spare time she adores chasing after her kids & watching her beloved South Sydney Rabbitohfirstname.lastname@example.org
Customer Services Manager
Marilyn is here leading our fast paced team delivering excellence in systems and process support for our Advisors! She has extensive experience in both the Mortgage and Insurance worlds, in addition to tech management. Marilyn's favourite things are Christmas and Travel.email@example.com
Madison helps Trail find and develop the best people for the job at hand. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all office firstname.lastname@example.org
Farran is in charge of onboarding and training new clients. His background in technology allows him to provide exceptional service and understand user needs. He is also in charge of keeping the office caffeinated with top-notch email@example.com
Client Support Specialist
Erica is responsible for ensuring that all of Trail's users receive the support they need as soon as possible. She has a background in IT with a true passion for helping others. Erica used to teach hula-hoop classes in New Jersey.firstname.lastname@example.org
Client Support Specialist
Angel's specialty is supporting our valued clients in navigating Trail.
She is responsible for delivering quality service and meeting users' needs. Angel loves flowers, bubble tea and nice stationery.
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.
Nick works best finding the balance between Client Want and Developer Need. He strives to manage that balance with our overall business goals. He is currently the un-official New Zealand Kendama Champion.
Hannah is responsible for creating and translating our users' needs into functional and appealing user-friendly designs. She assists in developing new software features with the team. Hannah owns two cheeky cats and is a dungeons & dragons nerd.
Principal Software Developer
Billy is passionate about front-end development and product design. Having previously been part of a team that helped grew a local startup into an international success, he hopes to use his knowledge and experience to make Trail even more awesome.
Duy is responsible for building and upgrading features of Trail. He had worked as a university lecturer and project manager in Vietnam for more than 10 years. Duy loves dancing even though he doesn't know how to dance.
Conor is responsible for delivering quality support to all of Trail's users. He has a Bachelors Degree in IT and has a passion for Travel.
Max brings in-depth knowledge of the development tools used at Trail. He is responsible for maintaining the speed and security of the software. He owns a cool dog named Wolfgang.
Matt works as a Software Developer for Trail, where his responbilities include building services and assisting with improvements to the software alongside the development team. He has a penchant for 80s Heavy Metal and enjoys shredding on guitar, as well as doing a bit of sketching in his spare time.
Phoebe is in charge of improving the business' systems and processes to make sure everything is working effectively. She has a background in international business and marketing. In her free time she enjoys creating digital email@example.com
Naz is part of the software development team where her role involves working with clients to import data onto Trail also developing new features for Trail. She is passionate about yoga and tasting new foods.
Gary is responsible for all things in the data pipeline, both importing and exporting client data into Trail. He is very passionate about relational databases and considers SQL his second language. He is a master at photoshop and prone to being silly at times.
Su is in charge of leading the Vietnam team and makes sure that everyone works and communicates well with the New Zealand team. Drinking coffee is his cup of tea.
Luan works in the Vietnam team as a full-stack developer. He is in charge of building new features in Trail together with the team. He loves reading Chinese martial arts novels.
Son works in Vietnam team as back-end developer. He helps develop new features and maintain the current system. He loves his lovely cat and travelling around Vietnam. He has a shelf with many books and anime figures.
Cuong is responsible for implementing new features and improvements for Trail. Cuong is a fan of mobile games when he has free time.
Thuan works in the Vietnam team as a software developer. He is responsible for implementing new features, improve old features for Trail. Besides programming, Thuan likes playing volleyball and cycling.
Nam works in the Vietnam team and is responsible for implementing new features and improvements for Trail. Besides programming, he's also passionate about travelling and playing e-sports.