Wealth manager St. James's Place has selected Time4Advice to provide its back-office platform.
The client relationship management platform, CURO, will go live next month with the main rollout scheduled for the start of 2014. The platform is a variant of the Microsoft Dynamics xRM platform which has been designed specifically for the financial services industry. Time4Advice sales director Roland Rawicz-Szczerbo said: "CURO is being recognised as a market-driving technology solution. Using CURO, financial advisers will be able to maintain a 360-degree view of their clients, engage with clients as never before via powerful communication tools as well as instantly access the most u...
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