Testimonials

Openwork

"We wanted to combine a CRM system that could also support automatic valuations and move away from the straightforward back-office system we were using at the time. It has been easy to adapt to Client Care Desktop, which we find to be very intuitive. Another practical consideration was the ease in which data from the previous system was transferred, and this went very smoothly.

I would not hesitate to recommend Quay to other advisers”.

Beverley Wardale
Wardale Fletcher, Openwork

Mayfield Financial Services Ltd

"I have seen the product transformed into what I consider to be the best client management system on the market"

Jon Watts
Mayfield Financial Services Ltd

Brunsdon Group

"By harnessing the power of IT, including the invaluable Quay Software components, with our traditional company values of impartiality and customer care we can achieve a level of service that sets us apart."

Brian Morman
Brunsdon Group

MDM Independent Financial Advisers

"MDM Associates (a client of Capita Financial Software for over 10 years) has overhauled its client proposition by creating new service levels and a range of new investment portfolios.

We have a new client service proposition. Basically we have three levels of service. On our top level we are much more client focused with a bespoke offering, said Lisanne Mealing, Managing Director of MDM Associates. It is much more focused on lifestyle and what clients need. It is a much more personal service.

Client Care Desktop has enabled MDM to segment their client bank as well as determine the appropriate service level. The major client benefit if this is the enhanced ability to meet commitments and service propositions.

With the streamlining of MDM’s back office system and the added benefit client segmentation brings MDM has experienced an increase in profitability coupled with the expansion of the business and the hiring of extra advisers and paraplanners."

Lisanne Mealing
Managing Director