Mortgage Choice Provides a Bonza IAM Experience for Franchises

Objective

Mortgage Choice, a leading Australian financial services provider, aimed to solidify its market position through a major digital transformation. The objective was to launch a multi-million dollar cloud-based Broker Platform that allows franchisees to write home loans more efficiently while providing a bonza (Aussie slang for excellent) and secure user experience across multiple devices.

Challenge

The organization faced the complexity of integrating legacy systems with new cloud-based tools. As a financial institution processing sensitive customer data, enterprise-grade security was non-negotiable. They wanted to avoid a custom security build that would drain developer resources and delay their go-to-market strategy, seeking instead a flexible, standards-based platform.

Solution

Mortgage Choice expanded its use of Ping to create a comprehensive hybrid cloud identity strategy. They implemented PingOne for cloud SSO, PingAccess to secure APIs and microservices, and PingDirectory to manage user profiles. This ecosystem integrates seamlessly with Microsoft Dynamics CRM, G Suite, and Zendesk, using open standards like SAML and OAuth to authenticate and expose data safely.

Results

The use of an enterprise-grade platform reduced risk and lowered implementation costs by 60-65%. Project timelines were significantly shortened, allowing delivery teams to focus on business features rather than complex security coding. Brokers no longer need to sign in to multiple systems, simplifying data entry and enabling them to showcase the platform directly in front of customers to drive better engagement.