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 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, 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.
Business Development Manager
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.
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 parties.09 600 1600
Phoebe is in charge of Trail's brand and marketing material. She makes sure that the right people hear about Trail's incredible offering and that all of the content produced sounds great. In her spare time she is also a published poet.
Client Success Manager
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 coffee.09 600 1600
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.
Head of Compliance
Leigh heads up the compliance team at Trail and KAN. Along with her passion for compliance and professional standards, she also brings a wealth of industry experience drawn from time as a financial planner and working for the regulator. She's an avid music fan and has an impressive vinyl collection.
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.
Madison is in charge of keeping the office supported and distraction-free. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
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.
While completing his masters in software engineering, Vai helps ensure the quality of our products and features. He is responsible for planning and testing new product developments.
Front-end Designer & Developer
Jan makes sure that Trail looks great. She also helps develop new features for the software with the team. Jan is chocolately gifted and can eat and consume all of the chocolate.
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. Dan loves dancing even though he doesn't know how to dance.
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.
Dan works closely with new Trail users to ensure their client data is imported effectively. He also works on all aspects of the software with the development team, developing exciting new features and improving existing ones.
Avi recently switched from the electrical industry to the software industry before joining Trail. He is responsible for bug fixes of our product and also in assisting the development team with developing new features.
James has joined Trail following his graduation from MIT. He helps the team with improvements to the Trail software, as well as assisting in the development of new features.
Johney is part of the software development team, where his role involves working with clients to import their data onto Trail. Outside of work hours, he calls himself a metalhead and follows his passion in painting and sketching.
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.
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.
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.