Software and Finance are a perfect match and example of how software can drive efficiencies by automating manual tasks. This is exactly what Sapere did for Active Financial Services, the North East’s largest independent chartered Financial advisory firm.
Active had lots of data generated by lots of clients and to offer the best level of service they needed a way to manage this information logically and effectively. Sapere were asked to provide consultancy, design and development services to create a bespoke web application and CRM to manage the pensions and investments of their 5000 individual clients.
The finance industry is heavily regulated with data integrity and security of paramount importance. Active Financial Services originally used a purely desktop system accessible only in the office. There was a requirement and a desire for staff to utilise mobile working, so a move to the cloud and a web based solution was needed by the business.
However, this also needed to be provided securely with security obviously being of absolutely critical importance. This would require utilising encrypted transmissions, password strength and reset protocols, and full granular access to the data and the CRM.
Sapere designed, developed and architected a piece of bespoke web software to manage the business processes providing real-time KPI reporting and managing payments to independent fee earners.
Sapere also built a work-flow driven web application bespoke to the needs of the business using ASP.NET and MySQL. The fully secure application mirrors the exact business process the business uses day to day to fully maximise the efficiencies that software can bring if utilised correctly, this is a very good example of a business embracing software and feeling the benefits of a bespoke solution.
Active are now in a tremendous position and have a distinct commercial advantage over competitors as a result of the software Sapere designed and developed for them.
The finished CRM application now allows one of the largest independent Chartered IFA consultancies in the North East to securely manage their client’s data and provide instant reports on current and projected investment values.
The following business benefits have been realised since the finance web application development went live.
“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”
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
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
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
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 - The Verge Group