Prospera Wealth Management
Prospera Wealth Management LLP
How we helped Prospera Wealth Management LLP move away from their paper-based process by building a bespoke Case Management System…
How they were working
Prospera Wealth Management knew their outdated approach to processing and management of cases were slowing them down – seriously impacting their productivity. Largely paper-based, most documentation had to be literally filed and held at the office. This meant the field-base case advisors would have to travel to the office to access much-needed information or ensure an authorised colleague was present to access the required documentation. Dealing with case enquiries outside of office hours was challenging and often difficult.
Additionally, accessing and updating cases would often be a time-consuming task, requiring lots of administration support. This approach just wasn’t making the best use of time or resource for the team. They knew something needed to change.
The Approach
The Curve worked with Prospera Wealth Management to develop a bespoke Case Management System that could be accessed remotely and by all staff members of every position.
Each staff member was provided with a unique log-in, meaning they are able to view and access information relevant to their accounts in a user-friendly format.
As this is an integrated system built online, it also means staff members can access the information remotely and out of hours, allowing them to respond to client enquiries more efficiently.
The system has also cut down on a lot of unnecessary journeys for advisors at the firm.
Previously, advisors would have to take paperwork from the office with them when visiting clients. After filling this out they would need to transport it back to the office to be filed and uploaded to their systems.
Previously, advisors would have to take paperwork from the office with them when visiting clients. After filling this out they would need to transport it back to the office to be filed and uploaded to their systems.
Now, advisors can automatically fill in this information at client appointments using an iPad, saving on time and resources.
Due to the system’s functionality, it also means cases are now added and updated in a consistent way, ensuring the information is easy to digest and understand.
This is another step for Prospera Wealth Management to transition to a paperless office. Since building the system, The Curve has since been appointed by the firm to work on additional projects.
Their Thoughts
“When briefing The Curve with this task they understood our team’s high expectations and clearly and sensibly outlined how these would be met in ambitious timeframes.
“Their expertise and approach to feedback throughout the project reassured us that the system would fulfil our requirements and the ever-changing needs of our growing business.
“Our Team is now progressing cases from any location and at any time of the day.”