Consulting
Business Consulting
Developing your business without the right expertise can prove costly, our in house services can help you expand your operations and develop market strategies to take your business to the next level.
CRM Systems
A CRM system should be at the heart of any business. Only with this are you able to manage your greatest asset, your customers. But for a CRM to be truly effective, it has to enable a business to achieve 8 principles. Only then can it give the return on investment necessary to make the total cost of ownership viable.
In addition to working with and understanding the systems provided by mortgage networks for their members, we work with the leading CRM providers in the FS space to provide standalone systems for your business that are network agnostic. We will work with your business to map out your needs, and then recommend from our CRM partners the system best matching your functional needs. This ensures your needs as a business are not compromised by a CRM solution offered to you by a network which doesn't quite work in the way you do!
In addition to working with and understanding the systems provided by mortgage networks for their members, we work with the leading CRM providers in the FS space to provide standalone systems for your business that are network agnostic. We will work with your business to map out your needs, and then recommend from our CRM partners the system best matching your functional needs. This ensures your needs as a business are not compromised by a CRM solution offered to you by a network which doesn't quite work in the way you do!
Project & Change Management
There can be many benefits to outsourcing your financial services project management functions. Whether a small one off project, or a need for ongoing support we can provide the expertise you need to help your business, whatever methodology you look to deploy within your business we are adaptive and will look to integrate seamlessly.
Business Process Modelling
Business Process Modelling (BPM) is a way of mapping out individual processes within a business to identify areas for potential improvement. It aims to create a graphical representation of a company’s procedures, processes and workflows to help identify the bottlenecks and inefficiencies that could be preventing them from taking their business to the next level.
BPM can result in reduced overheads, fewer steps in a process and ultimately a quicker turnaround, or better customer journeys and outcomes.