IFA firms could traditionally either select large compliance providers where they’d feel confident in their technical knowledge, but got no personal service, or smaller compliance providers where they’d get a superior service, with practical file checks, but would miss some of the wider support functions. Apricity decided to change all this by creating a financial compliance software solution aimed at small firms with the comprehensive knowledge of a large firm.
IFA’s as part of their day to day roles are required to ensure that they are legally meeting the aims of their clients. This is obviously heavily regulated and requires error free, comprehensive checks on aspects of a financial product, the individual concerned and the suitability of the product. Nothing existed in the modern marketplace to automate this ‘checking’ in a quick and compliant way.
Sapere alongside the Apricity team designed, developed and built a software as a service (SAAS) solution built using bespoke web technologies to manage the compliance processes of IFA’s across the UK.
The solution integrated with payment gateway GoCardless to seamlessly take direct debit payments for the SAAS solution, FreeAgent for automatically raising and sending the invoice and mandrill for sending adhoc branded up emails.
The solution is an excellent example of integration and harnessing the capabilities of existing third party solutions to create a hybrid solution which underpins the business it was created for.
The following business benefits have been realised since the finance web application development went live.
With a complex brief for a bespoke case management system we approached a number of software developers but they were unable to evidence similar work and ultimately, unable to reassure us that they were capable of successfully undertaking the job. We were then recommended Sapere by a number of different people and were assured from the first point of contact that they were the guys for the job as they confidently talked us through a portfolio of similar work. Sapere…
Natalie Bell - Parasols
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
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…
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