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.”
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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.
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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.
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