Here's how we did it

Simple Financial Solutions are a financial services company who put an emphasis on technology to improve their processes, increase conversions and reduce unnecessary admin.

We worked closely with Simple Financial Solutions to understand their business requirements and delivered an all in one financial service platform with automations throughout.

"From an insolvency software perspective, they've nailed it. They've changed the way we do business. It works from the browser and is mobile friendly. This allows our field agents to update cases on the move while visiting clients. It also allows for a centralised document management platform that means cases can be updated immediately and supporting documents can be loaded straight into the case from anywhere.

On top of all this, we worked with HubSolv to integrate our front end sales process for our insurance and claims handling, creating a sales echo system all under the one roof."

Alex McGarvey, Managing Director of Simple Financial Solutions

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