Dronfield, S18 1XJ,
United Kingdom
Belmayne Independent Financial Services LLP Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Belmayne Independent Financial Services LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Belmayne Independent Financial Services LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Belmayne Independent Financial Services LLP has purchased the following applications: Microsoft 365 for Collaboration in 2016, Time4Advice CURO Platform for Asset and Wealth Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Belmayne Independent Financial Services LLP is running and its propensity to invest more and deepen its relationship with Microsoft , Time4Advice or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Belmayne Independent Financial Services LLP revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Belmayne Independent Financial Services LLP intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Time4Advice | Legacy | Time4Advice CURO Platform | Asset and Wealth Management | Investment Management | n/a | 2018 | 2018 |
In 2018, Belmayne Independent Financial Services LLP implemented Time4Advice CURO Platform, an Asset and Wealth Management application. The deployment was executed at a 50 person independent financial advice firm moving away from paper and spreadsheets toward a standardized advice operating model, and the Time4Advice CURO Platform was selected for its Microsoft Dynamics CRM foundation and tight Microsoft Office and Outlook integration.
The implementation emphasized core CURO capabilities consistent with a CRM-based wealth platform, including centralized client records, workflow automation to create predictable, repeatable and measurable business processes, automated task orchestration, and document and correspondence management integrated into daily advisor workflows. Configuration work focused on automating routine tasks that previously consumed hours of staff time, enabling advisers and support staff to concentrate on higher value advice activities.
Integrations were a primary driver, the platform being built on Microsoft Dynamics CRM and connected to Microsoft Office and Outlook to synchronize email, calendar, and document workflows, and to reduce duplicate data entry between client-facing systems and productivity tools. Operational coverage included client service and advice delivery functions across the firm, consolidating client interactions and work queues within CURO to support consistent service execution.
Governance and process change were central to the rollout, the implementation forcing a re-evaluation of how work is executed and requiring redesigned workflows and user practices to realize automation benefits. Implementation was described as challenging but effective, with many routine tasks now automated and the firm positioned to work faster and smarter, while acknowledging there is further evolution to complete using the Time4Advice CURO Platform.
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