About the Vendor
Slack is a business communication and collaboration platform that brings conversations, knowledge, and workflows together in one place. It offers features including Slackbot (AI-powered knowledge retrieval), Slack Connect (external collaboration), workflow automation, and deep integrations with tools like Salesforce, Gmail, and Google Calendar. Slack Enterprise Plus is its top-tier enterprise offering.
About the Brand
LMG provides the infrastructure behind Australia and New Zealand's largest networks of mortgage brokers, supporting more than 6,000 brokers and advisers. Each broker is an independent small business owner, making speed, accuracy, and access to information critical to LMG's value proposition. LMG is a large, growing enterprise operating across financial services.
Challenge
LMG's tools had multiplied over time, with information scattered across email, WhatsApp, shared drives, and specialized platforms. Employees toggled across as many as 200 systems to find basic context. This fragmentation slowed internal teams and created delays and duplication that flowed through to brokers. Great expertise existed across the business, but it wasn't always easy to access in the moment.
Solution
LMG upgraded to Slack Enterprise Plus and integrated it with Salesforce to create a single operating layer across the business. They activated Slackbot and workflows so employees could self-serve knowledge without introducing additional tools. Slack Connect replaced email for vendor and partner collaboration. Integrations with Gmail, Google Calendar, and Google Drive enabled faster meeting prep. The Salesforce integration transformed their CRM into an operating layer designed to support their distributed broker network.
Execution
LMG started small — activating Slackbot and workflows inside Slack to enable employee self-service. A small enablement team rolled out the platform across hundreds of employees. The video marketing team adopted Slackbot alongside a task tracker and content calendar canvas to manage projects and workload. Slackbot was used to scan company-wide activity, identify top performers, and generate executive-ready canvases. Slack Connect was deployed for external vendor and partner collaboration. The Salesforce integration is being expanded to reduce friction between brokers and the LMG support team, with Agentforce being explored for AI-powered service capabilities.
Results
LMG's video marketing team saves 3 hours per week on admin tasks (2 full working weeks per year) by using Slackbot alongside a task tracker and content calendar canvas. Employees can now self-serve knowledge in seconds rather than interrupting colleagues or searching across fragmented systems. The move away from siloed email has built a more connected, high-performing culture across finance, sales, and operations teams.