Buckles Investment Services Limited

Their Challenge

The Business:

Independent Financial Planning Advice

The Background:

One of the Top 100 firms in the UK. Largest Independent Financial Planning Advisers in Wales. Advise individuals as well as companies

The Requirement:

Needed a system that could cope with growth as new companies & new people come on board. Wanted to standardise the front office so that all clients got the same high level of service-right across the whole organisation, improve the back office & deliver real electronic connectivity.

The Solution:

SSP Swift

The Client:

Nigel Speirs, Executive Chairman

The Questions:

Why did you choose SSP?

“Because they know the financial services market inside-out!”

What kind of service did you receive?

“Brilliant! They take care of everything. They took a lot of time to get to know our business.”

What’s the verdict?

“Very good indeed. They’ve improved efficiency in the back office immeasurably. We’ve got straight through processing & we only have to enter data once. Electronic Valuations have made producing client reviews so much easier & quicker & electronic commission reconciliation saves us 5 days work every month! ”

What benefits have SSP delivered?

“Too many to list them all. The biggest single benefit is that they allow us to completely forget about technology so we can spend our time doing what we do best-getting in front of clients.”