Just Wealth, the financial advice firm, has implemented a state-of-the-art CRM system, ConcertHub, to support wealth advisers to deliver exceptional service to clients.
Developed by The Openwork Partnership, the new system will enable Just Wealth advisers to better manage client relationships and provide advice compliantly. The system is constantly being improved and upgraded, and is crucial to help Just Wealth advisers to manage the current surge of clients. These are being referred from sister-firm, Just Mortgages’ existing 40,000+ database, as well as new client enquiries from both Just Mortgages and direct.
The end-to-end system provides a suite of client management instruments, including a client portal, productivity management tools and integrated access to providers, lenders and platforms. These ensure wealth advisers can efficiently manage their time, and communicate effectively with clients.
ConcertHub also provides an advice and compliance toolkit to ensure financial advisers remain compliant. GDPR requirements are built in to every stage, so that advisers can be assured that all their client data is held in accordance to GDPR rules.
David Magee, head of wealth at Just Wealth, said: “The system is the latest advantage that our wealth advisers benefit from. Alongside the stream of active leads provided by Just Mortgages and the support and guidance the Just Wealth team provides, this CRM system will give them another tool to ensure they have everything they need to succeed.“The team is growing rapidly, and with each adviser that joins being sent new referrals, it is crucial we have the best system to manage these relationships. The ConcertHub system provides our team with everything they need to be the best advisers they can be.”
The system provides management information insights through integrated risk profiling, shortfall analysis and suitability reports. The level of analysis provided by ConcertHub allows Just Wealth’s advisers to easily review activity and workflows with their area business development directors.
