Some of our clients will already be aware that FPC is in the process of implementing the award winning Curo Client Relationship Management system to enable us to increase productivity and internal efficiency, freeing up more time for face-to-face contact with our clients and partners.
Curo has been developed by Time4Advice, a company specialising exclusively in financial planning and wealth management technology. For the last 12 months, the team has been busy preparing for implementation and working in partnership with Time4Advice to create and deliver the best solution for our needs, and those of our clients and partners.
Curo was developed with the aim of helping financial planning firms to operate in a way that puts their clients front and centre of their operation. Time4Advice won the ‘Best Technology Provider’ category at this year’s Professional Adviser Awards and the company currently serves over 4000 advisers, including some of the UK’s top advisory firms.
Curo supports the whole client journey, from first contact with a new client, through to tracking the requirements and advice provided, ensuring that client data is captured accurately and allowing us to produce professional, informative documentation, drawing on all the data that the adviser holds.
Curo is next generation financial planning technology, enabling us to leverage the true value of our client data. Its scalability will support our future growth plans and because it is built and deployed on Microsoft Dynamics 365, it provides us with end-to-end processing capability by integrating with everyday applications (eg. Excel, Word, Outlook and Teams), improving decision making, productivity and efficiency.
Being a Microsoft based product, FPC and our clients will benefit from the company’s $2bn annual R&D spend, ensuring our Client Services continually evolve with the addition of new features and functionality, as our clients needs evolve in the future.
Head of Operations at FPC, John Phelan comments: “We realised that we needed to embrace and invest in digital technology in order to improve our service to our clients and partners, but also support our evolving needs and future growth. Technology is sometimes regarded as a barrier to human interaction but in Curo’s case, we believe that by improving internal efficiency and the quality of our client data, it will allow us to focus on building stronger and more rewarding relationships with our clients and professional partners.”
We will keep you all updated on our progress but in the meantime, we ask for your patience during the transition to the new system. The preparation and follow-up for our clients’ annual reviews may take a little longer than usual as we undergo a full audit to ensure that all history and data is migrated and captured in the new system.
In the meantime, should you have any queries about the new system, please don’t hesitate to call us on 01704 571777.