VALUED CLIENTS
THE OPENWORK PARTNERSHIP
Contracted by Openwork to work on their new Adviser CRM Platform, ConcertHub. which involved building a client centric advice journey covering Wealth, Mortgage and Protection advice including integrations to multiple quotation and application systems such as Solutions Brain and iPipeline. We provided specialist consultancy, product ownership and business analysis services.
OLD MUTUAL WEALTH
Contracted by Old Mutual Wealth to work on the Managed Separation Programme which facilitated Old Mutual Wealth's separation from Old Mutual Group. We provided specialist consultancy, business architecture, business analysis and configuration/implementation services.
Lead the Treasury Separation Workstream from initial feasibility, through a procurement process to a successful implementation of a new Treasury Management System. This was a crucial implementation to support the launch of the rebranded Quilter plc.
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INTRINSIC FINANCIAL SERVICES
Contracted by Intrinsic to manage and further develop the XPLAN Adviser CRM System providing specialist system configuration, design and analysis services. Intrinsic is now known as Quilter Financial Planning.