The newly created roles will all form part of the Account Management team, which aims to deliver flexible support and expertise for both Adviser Office and XPLAN clients. Each of these appointments highlight IRESS’ continued commitment to delivering the best possible client support, further reflected in the significant expansion of the Account Management team during the second half of 2015.
Trish Payne and Sunesh Garib are the latest members to join the team, beginning their roles this month as Key Account Managers. Trish has over 30 years of experience working in the financial services industry, having most recently spent just under eight years at Intelliflo. Sunesh previously worked as an Implementation Consultant at IRESS before joining the Account Management team.
Adam Hale, Charlotte Symes and Manisha Gohil were also appointed as Telephone Account Managers in April 2016 along with Allan Clarke, who will lead the Telephone Account Management team.
Mark Loosmore, IRESS Executive General Manager (Wealth) said of the appointments: “Our Account Managers play a key strategic role in ensuring that our clients get the very best from their software solutions, which in turn helps them to meet their business objectives. The string of recent appointments to our Account Management team, all of whom bring with them specific financial services skills and expertise, underpins our dedication to constantly improving our capabilities and service.”
IRESS is a leading supplier of innovative technology for financial markets, wealth management and the mortgage industry in the United Kingdom, Australia, Asia, New Zealand, Canada, and South Africa.
All product streams support a diverse range of roles and offer front, middle and back-office functionality for clients that range from financial service institutions through to independent operators.
IRESS is a progressive, service-based organisation that employs over 1340 staff globally, with local knowledge and industry experience.
IRESS strives for excellence in relationships with clients and industry bodies alike. IRESS is client-driven, responsive and promotes a culture that supports working with customers and the industry to face challenges and keep pace with industry developments.
Advisers using XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox.
IRESS announces new and extended capability in XPLAN to support wealth managers and financial planning professionals in meeting their MiFID II requirements.
Scottish Widows are the latest protection provider to offer partially underwritten quotes through The Exchange.
IRESS announces its integrated wealth management and trading solution is now in use by Close Brothers Asset Management (CBAM) and its clients.
Our 2017 Mortgage Efficiency Survey asks will mortgage tech power 2018?
A new free service to help financial advice businesses identify key areas where efficiency savings might be made.
IRESS has announced it will launch next-generation digital tools through XPLAN from early 2018.
This software update, one of regular updates throughout the year, delivers further valuable benefits to users of XPLAN.
IRESS has launched XPLAN iAssist to further strengthen support available to XPLAN users.
Retirement is no longer a one-off decision according to IRESS’ latest retirement report: ‘Staying Afloat in Retirement - Income and Annuity Perspectives’.
New functionality will automate the process of obtaining whole of market rates, enabling annuity providers to present the comparison of rates needed to meet the new requirements.
IRESS today announces it has updated its Whole of Life Service on The Exchange, the award winning comparison quote and transaction portal.