Chesterton House is a holistic advice business based in Loughborough, encompassing Financial Planning, Investment Advice, Tax Planning, Accountancy and Legal Advice for high net worth clients. The firm came to IRESS as it was seeking a scalable system that could be configured to meet a range of customer needs, including processes for legal and accounting tasks as well as financial advice.
The introduction of XPLAN will provide a unified technology solution incorporating client management (CRM) and a workflow system, to enhance connectivity across Chesterton’s individual teams while driving efficiencies and controlling risk for the wider business. One of the primary drivers for the business in selecting XPLAN is having the ability to provide an enhanced customer experience by creating a single client view across the business and secure online access for customers.
XPLAN’s integrated financial advisory, business and revenue management tools will support the business in its strategy of creating a ‘Family Office’ experience, by delivering high quality, personalised advice across a range of disciplines. Greater visibility of revenue and service opportunities will also open up the potential for significant profitability gains.
Mark Loosmore, Executive General Manager, Wealth - IRESS, said: “XPLAN allows Chesterton to replace disparate systems and time-consuming practices with a single solution, creating a more consistent, flexible and efficient user experience for both advisers and their clients.
“The technology is also future proof and scalable, key priorities for Chesterton, and essential benefits given the rapid pace of technological change in today’s market. We share Chesterton’s vision that XPLAN carries exciting potential by saving both time and money for the business, allowing it to focus attention on building valuable client relationships.”
Andy Jervis, Director, Chesterton House, said: “At Chesterton House we’re always looking for new ways to improve our value to our clients and enhance their experience in working with us. The introduction of XPLAN will help us to maintain our high client satisfaction ratings whilst achieving significant productivity gains, and our whole team are excited by the potential that it offers.
“We have been especially impressed by the support provided by IRESS to help tailor the system to our needs, and by IRESS’ long term vision for business and service relationships – a view that resonates strongly with our own ethos, and a key reason for the success of our Group.”
Telephone: +44 (0) 1926 621 410
Mobile : +44 (0) 7796 271 584
Pamela Morris / Jenette Greenwood
the lang cat
Telephone: +44 (0) 131 202 5994
IRESS is a leading supplier of 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 1400 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.
IRESS has successfully implemented its Mortgage Sales and Originations (MSO) solution for Atom Bank's first mortgage proposition.
IRESS announces significant enhancement to its online portal, The Exchange, with the addition of new protection underwriting capability.
IRESS has reached a major milestone under a long-term strategic partnership which delivers a fully integrated wealth management solution for Tilney Bestinvest.
XPLAN Mortgage has launched a new Protection Sourcing module, providing seamless integration with The Exchange and further streamlining the end to end mortgage sales journey.
IRESS is delivering a fully integrated wealth management solution to Progeny Asset Management..
Lenders use of social media has fallen in the last two years according to the latest edition of the Mortgage Efficiency Survey.
The buy to let sector continues to go from strength to strength, according to the latest edition of the Mortgage Efficiency Survey.
IRESS Limited today announced its results for the six months to 30 June 2016.
IRESS appointed as strategic wealth technology partner by Close Brothers Asset Management
Saranac Partners has become the latest firm to choose our private wealth management technology
We are partnering with the UK's most trusted and recommended insurer, to deliver our fully integrated advice and wealth management solution, XPLAN.
We've further strengthened our service to clients through significant investment in the Account Management team.