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01642 955645
sales@sapere.co.uk
Mobilising field reps & finance

Sapere were recommended to Careys and Tees Mutual by a mutual connection who also worked in the Financial sector. They were looking for a software development company to design and develop a software solution capable of transforming the efficiencies of both businesses.

Problem

Both businesses were using an ‘Off the shelf” Access database solution that had been designed for a different industry but had been adapted to work for theirs. This had led to lots of work arounds including the creation of spreadsheets to supplement core functionality. Lots of manual processes involving paper were used to accommodate inefficient functionality. There was lots of duplication of effort and the resulting human error this introduces.

Solution

Sapere developed a bespoke ethical lending digital solution with an associated tablet app to manage the end to end processes of both businesses. The software managed the customer from the point of engagement to weekly collections and everything in-between. Making for a much more fluid business transaction each time.

Business Benefits

The following business benefits have been realised since the web application and tablet app development went live.

  • Loan applications numbers have increased because it’s much easier for the member to apply.
  • The value of each loan has increased because the application checking process is less than 10 minutes as to the original time of 45+ minutes.
  • The value of the loans and life assurance policies is further increased as the forms are automatically generated in real-time by the software, sign offs happen electronically in the members home – reducing the onerous manual creation of loan agreements and life assurance policies.
  • Staff are able to work of other areas of growing the business because the admin is reduced by the software.
  • The management team can make accurate strategic decisions on the business as the software provides reports is in real-time.
What our clients say
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 duplication of tasks like scanning documents that are now automatically uploaded via an app.
Phil Carey - Chief Executive of Tees Mutual and Managing Partner at Careys Personal Credit
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
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 way as we tweaked and tailored the software to fit my needs exactly. I'm extremely happy with the end result and would happily work with Sapere on future projects.
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