Financial Services 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, and 7 years practical hands on experience as a Financial Services System IT trainer directly with the IFA Software providers. As an end user working with clients directly as an IFA, 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 and strategic partners, Informed Training can provide training on a number of IFA systems including:

  • Curo – CRM exclusively for Financial Advice businesses
  • IntelliFlo – Intelligent Office Software as a Service
  • Quay Software – Client Care Desktop Back Office System
  • Avelo (formerly1st) – The Exchange- Quotation Platform
  • Synaptic Systems (Capita Financial Software) – Product/Fund Research Tools
  • Assureweb – Quotation Platform
  • Webline – Quotation Platform

We have been at the sharp end and understand the pressures that the Financial Services Industry is under – particularly IFA’s.
We recognise how vital it is to maximise your systems to their best potential, and are passionate about the benefits of providing interactive training as opposed to a long demonstration of what the system can do. We understand how important it is to use systems to achieve an increased return from the investment you have made by implementing these systems in the first place.

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

  • Streamlining your business processes
  • Helping you to be more organised
  • Tracking your pipelines and targets more efficiently
  • Generating more concise reports essential for Compliance reporting and MI

Knowing how to use your system more fully will help to both save time and, ultimately, help to reduce costs. Most organisations that invest in a back office or client management system do so as a catalyst for change.

Have you recently implemented or considering new software?

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

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 are here to help.

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

Contact us