List of Time4Advice CURO Platform Customers
Norwich, NR3 1DD,
United Kingdom
Since 2010, our global team of researchers has been studying Time4Advice CURO Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Time4Advice CURO Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Time4Advice CURO Platform for Asset and Wealth Management include: St. James's Place, a United Kingdom based Banking and Financial Services organisation with 2298 employees and revenues of $2.50 billion, Aiken Kennedy Financial Planning, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million, Belmayne Independent Financial Services LLP, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Time4Advice CURO Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Time4Advice CURO Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aiken Kennedy Financial Planning | Banking and Financial Services | 50 | $5M | United Kingdom | Time4Advice | Time4Advice CURO Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, Aiken Kennedy Financial Planning implemented Time4Advice CURO Platform, deploying an Asset and Wealth Management application to centralise back office servicing and management reporting across the 50 person firm. The implementation concentrated on delivering management information reporting and workflow automation to the firm’s back office and management departments.
Time4Advice CURO Platform was configured to use its MI reporting capabilities, workflow and dialog facilities, and automation functionality to create bespoke servicing workflows and standardised process templates. The platform configuration emphasised generating company level and servicing MI, enabling staff to configure dialogs and workflows to reflect the firm’s advisory and servicing processes.
Operational coverage focused on centralised back office processing and management information generation, supporting both servicing teams and management users who require rapid access to company and servicing MI. Stakeholders reported that management information is immediately accessible, improving efficiency across back office and management functions.
Governance and rollout included standardising processes centrally and restructuring operational workflows to reduce manual interventions, with the firm noting a significant reduction in potential human error. Aiken Kennedy Financial Planning stated that CURO met all of their criteria and that vendor support during the first year was outstanding, enabling the firm to capitalise on more efficient and effective back office and management practices.
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Belmayne Independent Financial Services LLP | Banking and Financial Services | 50 | $5M | United Kingdom | Time4Advice | Time4Advice CURO Platform | Asset and Wealth Management | 2018 | n/a |
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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St. James's Place | Banking and Financial Services | 2298 | $2.5B | United Kingdom | Time4Advice | Time4Advice CURO Platform | Asset and Wealth Management | 2014 | n/a |
In 2014, St. James's Place deployed the Time4Advice CURO Platform in support of adviser CRM and back-office processes. Time4Advice CURO Platform is an Adviser CRM and Back Office system built on Microsoft Dynamics CRM, and it was selected in 2013 to be offered to the St. James's Place Partnership. The implementation sits within the Asset and Wealth Management application category and targets adviser relationship management, client record consolidation, and servicing workflows across the Partnership network.
Configuration work centered on Dynamics CRM entity modeling, adviser and client profile schemas, and workflow automation for onboarding and ongoing client servicing. The deployment included CRM capabilities, back-office servicing modules, document management and case management style workflows consistent with adviser CRM and back-office systems, with customization layered on Microsoft Dynamics CRM to reflect wealth management data models and compliance controls. The Time4Advice CURO Platform implementation used Dynamics CRM extensibility to support adviser-facing interfaces and back-office process orchestration.
Operational coverage focused on the Partnership and internal servicing teams within St. James's Place Wealth Management, aligning adviser workflows and back-office operations under a common CRM platform. Governance emphasized standardized data structures and workflow rules to consolidate adviser practices and enforce compliance controls across the Partnership. The rollout approach used Dynamics CRM configuration to create repeatable adviser templates and centralized back-office case management.
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