Phil Keane (above)

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Bespoke Software Testimonial − Lighthouse Temple IFA

Testimonial of Phil Keane (pictured right), Independent Financial Adviser:

As an Independent Financial Adviser it is critical to my business that I maintain an effective method of contacting all my clients in order to periodically review/amend their portfolios, advise them of upcoming policy anniversaries, update them with regard to market changes, make them aware of legislative changes which may affect their holdings, etc...

In the past I had mainly used a paper based system which was becoming increasingly tattered, chaotic and dangerously overloaded as my client list grew longer and longer. Time to call in an expert and fortunately for me (and my clients) Working Data were able to quickly assess my situation and deliver a quick and easy contact management database system, one that gave me the confidence to shred all my old paperwork immediately.

I now have a sleek and, more importantly, extremely user friendly system which allows me to spend much more time doing what I do best, advising clients, rather than worrying about who to call and when. In addition it is also an extremely useful marketing tool enabling me to quickly and easily target certain types of client which would previously have not been possible without hours of toil and effort.