With markets moving quickly and the need to react ever more rapidly to investment opportunities, taking hours to change portfolios and recommend these to customers is problematic – taking days can be catastrophic.
By utilising integration to third party data providers and removing data entry Sapere worked with a client to strip days of manual data gathering and administration to produce a web system that’s revolutionised the way they work.
Spreadsheets are a quick and cheap way to manage data, especially financial data as computations can be performed quickly and accurately.
This is the start point for most businesses as they don’t know what they need until they’ve created lots of different spreadsheets to manage an entire process. The process then becomes overwhelming, it takes longer and longer to do a job that once took only a few minutes and the whole operation becomes ever more error-prone.
This was precisely the situation the client found themselves in when we were asked to help them find a way to utilise software and the web to improve the efficiencies of their business.
Sapere provided consultancy, design and development work to create a bespoke financial web application system, the new web platform was needed to remove manual processes and link up disparate web based software systems and offline data.
Instead of having to manually amalgamate data from various financial websites (which used to take several days) Sapere designed, developed and built a CRM system which allows Corville to import and process large amounts of data with a single click of a mouse.
Imported financial data is then used by the system to further automate the workflow of the business, providing the end user with a world-class experience which saves both Corville and its clients many hours worth of time and effort.
This has removed days of manual and laborious work from the business, improving efficiencies, which will make the whole process more profitable.
As a by-product of the CRM system development the client is now able to offer the service more regularly as its less time consuming, improving their client services portfolio and potential revenue streams.
The following business benefits have been realised by Corville since the app development went live.
We were recommended by another similar business to ourselves.We then used Sapere to build a completely bespoke system for us, we had meetings with Sapere to understand our requirements and having been given a written specification document outlining the technical components of the new system we were thrilled with the demo and then final system and liked the idea of everything being done in stages. We used the system last quarter for the first time and feedback from clients has…
Debbie Furniss - Corville - Director & Independent Financial Adviser
We needed our systems to be more robust and to produce reliable data that would inform our business decisions – Sapere delivered just that. The company resolved the issues we had been experiencing and worked to create a platform that could grow with us. We were so impressed, we have continued to work with Sapere for additional projects.
Kevin Brown - Pacifica Group - Group Managing Director
With more than 10 years' experience providing solutions for the financial sector, the team at Sapere are talented, professional and good fun to work alongside. We spent 40 hours with them detailing our specifications and I was extremely impressed with how well this was captured. They really understood the intricacies of our business and have helped improve the working environment for staff. The new digital system they've built has addressed the frustrations of our previous system, especially in reducing the…
Phil Carey - Chief Executive of Tees Mutual and Managing Partner at Careys Personal Credit
I wanted a software solution that would both allow my business to grow with more ease and give my domestic and commercial clients a better experience. I approached several companies but decided to go with Sapere due to their professional and easy to understand approach to software development. I knew where I stood at all stages of development and having my own go-to contact in the development stage meant the process could be more organic, with things changing along the…
Andrew Hancock - Owner
Sapere really delivered on this project. From the outset they took the time to understand each element of the business and then built a solution that not only met the needs of the business but developed a solution which can be adapted to suit the developing utilities market.
Andrew Richardson - Troocost CEO
Active Chartered Financial Planners have used Sapere's services for many years now for all of our software solutions inc Web Design, Web Hosting and most recently, building a brand new Client Management Database. If you are looking for a local, personal and knowledgeable IT service, then look no further than Sapere Software
Karl Pemberton - Active Chartered Financial Planners - Managing Director