Our Collaboration Partners

In order to provide all the elements of the whole journey a client may require, there are times when we invite trusted specialist partners to work with us on a joint bespoke project, for which we have negotiated discounted rates for our clients. However, should you decide to approach our partners directly, please do tell them you were referred by ourselves in order to continue to benefit from discounted rates.

We have worked with these teams for many years, and between us have delivered great solutions for our clients.

We look forward to continuing to help new and existing clients.


CRM Genies is a collaboration of three entrepreneurial companies who bring their skill sets together to deliver the full solution for our clients. Each company brings their own area of specialism to our projects.

Find out more here

There are associated companies that we also have partnerships with to add value to the services we offer our clients.  Please do tell them how you came to hear of them.

They include :-

We understand that businesses have their own unique sets of challenges for growth. We will invite specialists such as A2ZCloud if additional resources are required where they can bring their development expertise. We have worked on joint projects in cloud technology with the team for many years now, and they are trusted partners.

They provide an extensive range of tailored online solutions. Whether you are looking to integrate existing systems to your CRM, or to develop new APIs, or an accounting and invoicing tool, Helpdesk solution, or a combination of these or solutions for a more ambitious project, then we can ensure we have the right experts to deliver that part of the project for you with us as required.

Circadian offers a specialist, outsourced remuneration management service to Financial Services organisations.

Within the Circadian team, they have over 50 year’s industry experience and work with some of the best advisory firms in the industry. They have  tried and tested methods and plenty of experience to manage your income reconciliation process and reporting.

Cre8 Sales Solutions are a team of Telemarketing and Lead Generation Professionals. Julia Smith and Tracy Gilmour who lead the team do not believe in ‘sales calls’ but in great communication over the phone, they enable businesses to achieve more through a structured approach to telemarketing. Whether this is to drive sales, for brand awareness, or building new relationships, to name a few.


EBI model portfolios are an evidence-based investment solution, giving financial advisers and their clients access to a highly diversified and low-cost suite of portfolios. The evidence employed is the product of many decades of independent, peer-reviewed research and analysis by some of the world’s leading academics, including numerous Nobel laureates. EBI are one of the first Turnkey Asset Management Programmes (TAMP) in the UK, supporting some of the most forward-thinking advisers not only with portfolio design and management, but also numerous resources to help streamline their business and improve efficiency. Find Out More

Intuitive Support Services provide Professional Outsourced Administration for the Financial Services Industry.
Because we engage with them to train their team, we get to know the quality of the services they provide to their clients and indeed to some of our clients also. We are delighted to recommend them.

You can find more information here. Please do tell them we sent you.

Superfast IT specialise in providing outsourced IT support and services tailored-made for the SME and non-profit sectors, to businesses of between 5-100 users in the West Midlands region covering all industries. Superfast IT was founded by James Cash in 2002, who leads a small and friendly team that are locally based and always willing to help. They have gained a strong reputation for just getting the job done in a fast and friendly way, and have over 60 happy clients on their books.

Additional Resources

Please find below some additional links which may be of benefit to you:

The Adviser lounge

The Adviser Lounge aims to offer something different to the financial advisory market, by providing high quality content in an innovative format. Registered users will be able to fully participate in The Adviser Lounge community, through commenting on posts, making connections with one another as ‘friends’ to exchange confidential messages and join groups of interest to create and join in discussions.

Our Chosen Charity

Informed Training Supporting White House Cancer Support

Informed Training are pleased to announce White House Cancer Support as our nominated charity to support.

White House Cancer Support has been helping cancer patients and their families since 1984, giving emotional support, information and practical help to people from the borough of Dudley and surrounding areas.

They have a drop-in centre is open weekdays and a telephone helpline to give support outside office hours. They provide a range of servcies from provision of transport helping patients attend hospital appointments to a resource centre which has a comprehensive range of information and can put people in touch with specialist advisors if needed.

White House Cancer Support also run group meetings which provide an opportunity for people affected by cancer to share experiences and give mutual support. Specialist nurses attend many meetings to provide information and support. Complimentary therapies, such as reflexology, aromatherapy and Reiki, used alongside orthodox medical treatment, may help alleviate stress and anxiety. One-to-one counselling is available and support is offered to bereaved carers.

All services are provided free of charge for patients and carers.

Further information can be found at The White House Cancer Support Website.