Cyber Siege &
Commercial Growth

The Broker Times Strategic Guide: Defending your data and navigating the 2025 commercial lending split.

Cybersecurity is no longer strictly an IT issue—it is a business survival issue. In the 2024-2025 financial year, the average cost of a cybercrime incident for a small business in Australia reached nearly $50,000. As aggregators of high-value PII, brokers are prime targets.

Critical Insight

Most small brokerages operate at "Maturity Level 0." Implementing the ASD "Essential Eight" Level 1 strategies is the baseline requirement to resist common commodity threats like ransomware and business email compromise.

1. The Essential Eight Survival Checklist

We have simplified the Australian Signals Directorate recommendations into four actionable steps for brokers. Click each item to see the implementation details.

Multi-Factor Auth (MFA)

Stops 99.9% of account compromise.

Action: Enable on CRM, O365, Banking, and Xero. Use app-based authenticators (Microsoft Auth), NOT SMS.

Regular Backups

Recovery from Ransomware.

Action: Implement automated daily backups to an offline or immutable cloud location. Test restoration quarterly.

Patch Applications

Close the "Open Door".

Action: Configure OS, Browser, and CRM to "Auto-Update". Critical patches must be applied within 48 hours.

Restrict Admin

Limit malware spread.

Action: Use standard user accounts for daily email/browsing. Do not use Administrator accounts for daily work.

The Secure Document Revolution

Aggregators like Connective report a 90% increase in cyber hub engagement. The most practical change you can make today is to stop emailing documents. Transition to secure client portals (e.g., FinanceVault, rediDOCS) for all PII collection.

2. Commercial Lending: The "Speed Gap"

Diversification into commercial lending is a primary growth lever, but the market has bifurcated. Understanding the split between Fintech Speed and Bank Complexity is key to deal placement.

Turnaround Times: Fintech vs. Majors

Source: Broker Pulse Data 2024

Deal Triage Tool

Lenders are tightening criteria ("Credit Squeeze"). Use this tool to determine where your deal fits best.

Recommendation: Fintech Lender

Examples: Prospa, Shift

The speed advantage (1.5 days) is overwhelming. The client's need for urgency justifies the potentially higher rate. Do not risk a 7-day bank turnaround.

Recommendation: Major Bank

Examples: ANZ, NAB

Despite the slowness (7+ days), banks offer the necessary relationship banking and credit appetite for complex, high-value deals. Manage client expectations regarding time.

Action Plan

1. Enable MFA today.
2. Stop emailing PII.
3. Triage commercial deals by speed vs. complexity.

Download The Full Security Checklist