“Since partnering with Timewade, Chartered Financial Management is able to work without the frustrating delays caused by poor IT systems. The team at Timewade are highly skilled and knowledgeable. They are also exceptionally approachable and willing to take the time to explain things to you.” says Phil Conn, Compliance Manager at Chartered Financial Management
From problem to solution to long-term strategic success
Chartered Financial Management provide high quality independent financial advice to clients. Technology is essential to allow them to deliver this.
“They had limited confidence in their IT supplier. They had no future planning, were not proactive and were reliant on old infrastructure,” says Jordan Westcott, Timewade’s Operations Director.
“It’s not uncommon, but Chartered Financial Management were ‘making do’ with poor systems. They approached us when they realised that poor technology was impacting on staff and customers.”
Timewade started working with Chartered Financial Management in 2015. At the time, their technology systems were unreliable and causing issues for staff. The initial phase focused on delivering a detailed analysis of IT systems, to feed into developing an exciting business case for technology to support growth, which was then presented to the Board.
Timewade’s work improving IT systems included implementing a new fault tolerant infrastructure, redesigning the data storage structure and migrating platforms to use cloud where possible. They also provided a modern remote access solution enabling the team of advisors to work securely from anywhere.
All of this is backed by a modern disaster recovery solution, providing the ability to restore systems to normal should the worst happen.