Expanding Market Engagement SimplyBiz's recent nationwide Mortgage Showcase series indicates a strategic focus on increasing engagement with mortgage intermediaries, presenting an opportunity to offer complementary training, onboarding solutions, or digital marketing tools to support these events and grow their intermediary network.

Data-Driven Compliance The company's rollout of new digital compliance tools to help financial advisers meet regulatory requirements highlights a need for innovative, user-friendly compliance management solutions, creating scope for tailored SaaS offerings that streamline regulatory reporting and onboarding.

Strategic Partnerships Recent collaboration with Shepherds Friendly and various product launches suggest a focus on expanding product offerings and market reach, indicating opportunities to provide integration services, insurance tech solutions, or data analytics to enhance partner ecosystems.

Leadership Changes The appointment of new CEOs specializing in distribution and strategic growth suggests a period of transformation, opening doors for executive-targeted solutions such as enterprise software, leadership development, or executive engagement platforms to support their evolving strategic priorities.

Technology & Innovation With a robust tech stack and ongoing platform enhancements, SimplyBiz appears receptive to innovative financial technology partnerships, including API integrations, AI-powered analytics, or customer engagement tools that complement their platform’s architecture and improve client outcomes.