Cirencester upgrades IFA facing IT

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Cirencester friendly is replacing its legacy IT systems.

The income protection provider has appointed Transactor Global Solutions to provide: a fully functional Financial Adviser website allowing advisers to conduct business online and a fully functional Members website to handle Member enquiries and simple changes to Member details

The system will also manage current and future income protection contracts, provide decision makers with key information and reports, and increase efficiency and effectiveness of staff to enable improved sales.

The new software will also automate Cirencester's internal workflows and workflows and processes and will support Cirencester friendly's development strategy.

Paul Hudson, chief executive of Cirencester friendly said, ""The undertaking of a major project such as the replacement of an existing IT system, is one that requires a sensible and cautious approach.

"It is very easy to let the cost of these projects spiral out of control and as a mutual organisation the cost of developing and implementing any new system is carried by our Member owners.

"We are confident that by working with TGSL we will be able to deliver a system that both supports Financial Advisers and our Members and provides the platform that will enable the Society to thrive and prosper over the coming years".

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