Just Wealth has implemented an advanced customer relationship management (CRM) system, ConcertHub, to support wealth advisers.
Developed by The Openwork Partnership, the new system is designed to enable Just Wealth advisers to better manage client relationships and provide advice compliantly. New client growth is being fuelled by referrals 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.
ConcertHub also provides an advice and compliance toolkit to ensure financial advisers remain compliant, with GDPR requirements built in to every stage.
The system provides management information insights through integrated risk profiling, shortfall analysis and suitability reports.
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.”
Mike Morrow, chief commercial officer at The Openwork Partnership, added: “Our investment in ConcertHub, which is being rolled out to advisers across our network, is a mark of our commitment to our future as a leader within our sector, and our confidence in our success.
“The adoption of new ways of supporting our network, and our clients, demands modern technological solutions that ConcertHub delivers.”
“The Just Wealth advisers are already noticing the benefits of improved efficiency, saving them valuable time. More complex tasks have become simpler and crucially, the need for multiple ‘keying’ – inputting data repeatedly – is significantly reduced.
“While the system is already helping wealth advisers, our goal is to continually keep improving. We are listening to feedback from advisers and will keep adding features and integrations based on their requirements.”
