Connective supercharges Mercury Nexus to slash broker admin in 2026

Mercury Nexus roadmap aims to cut admin, boost workflows, and client focus

Connective supercharges Mercury Nexus to slash broker admin in 2026

News

By Mina Martin

Connective has unveiled the next phase of its Mercury Nexus broker platform, positioning the 2026 roadmap squarely around reducing administrative drag so brokers can focus on clients, trail book protection, and business growth.

Rather than adding more point solutions, Connective is doubling down on the core platform many brokers already use to manage pipeline, review opportunities, and client relationships. The strategy reflects a broader evolution in broker technology, towards integrated systems that cut friction, remove siloes, and streamline workflows.

Early wins from new client portal and open banking

Connective’s recent enhancements are already showing measurable efficiency gains. Its Client Portal has been taken up by more than 1,400 brokerages and over 3,500 brokers, with more than 27,000 client requests sent through the portal. Completion rates hit 59.8% in March, and current usage suggests the tool can save brokers up to an hour of admin per deal.

Inside Mercury Nexus, more than 60% of opportunities have had a rate review completed since late November, with reviews tracked directly within each opportunity rather than in separate systems. Open banking connections have cut income and expense verification from around two hours to roughly 10–15 minutes, helping brokers move faster on applications and mortgage rate negotiations.

AI, automation, and “enter once, use everywhere” data

The next phase of the roadmap puts data at the centre, with a key priority to reduce repeated data entry through an “enter once, use everywhere” model where information from meetings, documents, or client inputs automatically flows through the platform.

On top of that data foundation, Connective is planning more workflow automation, smarter client follow-ups, scheduling support, proactive alerts, and a joined-up view of the customer within Mercury Nexus.

Connective plans to use voice capture, AI-assisted notes, and document processing to turn unstructured information into usable data, while keeping humans in charge.

As chief technology officer Chin Hui Yeo (pictured) put it, “Brokers do not need more disconnected tools or more noise layered over the top of their business. They need the primary platform at the centre of their workflow to do more, connect more and remove more of the repetitive work that slows them down.”

Yeo said the goal is a platform that “supports brokers even more meaningfully from one stage of the client journey to the next”, with automation and AI only applied where they genuinely reduce friction and keep brokers focused on relationships and value creation.

Broker feedback highlights impact on efficiency and clients

Brokers already on Mercury Nexus say the roadmap is heading in the right direction.

David Decelis, managing director at Elite Finance Partners, said the platform has delivered “a true one-stop shop”, adding that with continuous enhancements, “it’s only going to make it even easier for us to do business and spend more time supporting our clients.”

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