Financial Services related CRM & Systems

“A Powerful System is only Powerful if you know how to Use IT.”

Informed Training has over 30 years experience in the Financial Services Industry including working as an IFA (now known as Financial Planner) and 7 years practical hands on experience as a Financial Services System IT Trainer directly with the Financial Services Software providers (including Synaptic Systems Research, Client Care Desktop and Intelliflo).  With experience as an end user of these systems and working with Clients directly as an IFA for many years, Informed Training continues to work closely with the Financial Services Sector to help you get the best from your systems.

Utilising our Financial Services experience Informed Training provide all areas of training including user adoption, system administrator training, and train the trainer. We also provide  additional consultancy and project services – for example customisation and business process creation in a number of  Financial Services Back Office and CRM systems & research tools, including but not exhaustive to include:-

We have been at the sharp end and understand the pressures that the Financial Services Industry is under – particularly Financial Planners – Eileen was one for many years!

Much of this can be about logging some or all of the Client journey, and  learning systems functionality, and capacity of  your system to achieve this, but it is also about applying the learning to the individual role in their workplace (at the office or from home) and embedding the use of the system to help them experience what benefits there are for them, and how better using the systems effectively, will help them achieve their goals quicker.

We understand how important it is to use systems to achieve an increased return from the investment you have made to your supplier or software provider, and by achieving real value from this cost and improved change management.

We can help you use your systems more efficiently. This will provide many benefits including:-

  • Automating much of your Business Processes (apart from the Client  Facing of course)
  • Saving time re-keying the same information and learning quick wins, hints and tips
  • Helping you to manage your workload and your teams more effectively
  • Tracking your cases to issue more effectively and ensuring nothing gets missed through the cracks (reaching your goals quicker)
  • Generating more concise reports essential for Compliance reporting and Management Information (MI) – including KPI’s MiFID

Improving the way you use your system will help to both save time and, help to reduce costs, to help further ensure the best service possible for your clients. Most organisations who invest in a back office or client management system do so as a catalyst for change.

Have you recently implemented or are you considering new software?

Have you have had a change in resources which identifies the need to train new users?

Are you transitioning from one system to another?

Are you directly authorised or are you a member of support services such as Tenet, Lighthouse Group, Sense, Three Sixty, or many more?  -whichever you are, we are experienced in working with all Financial Services companies & their teams.

Do you simply wish to learn more fully about how new functionality can help your users and ultimately benefit your organisation?

What ever your circumstances, we at Informed Training enjoy helping Advisers, Administrators, Office Managers, Paraplanners, Compliance teams, Systems Administrators, Networks and Support Services Providers with ongoing Training & a second pair of eyes to support you,  along with Administration set up and/or Training, customisation, maintenance and much more.

Please feel free to give us a call to discuss your potential requirements with no obligation.

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