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Louisa Southey
Client Account Manager at Sprint Enterprise Technology
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Work Experience
Client Account Manager
Nov 2016 - Present · 8 years and 1 months
totallysql
Director
Present
Company Details
Data integration hub & and superior client reporting solutions for UK wealth management companies. Advice firms operate many different systems in the process of giving financial advice. Increasingly these systems need to talk to each other in order for investment data created in one system to be reflected across the others. Sprint facilitates this flow of real time investment data between the systems used by financial advisers, and provides financial advisers with front end reporting applications to deliver better service to their clients and enhance their overall service proposition. FINIO: The industry data hub that connects and enables the flow of investment data between investment platforms and the many software systems used by financial advisers in the process of giving advice. FASTRAK: Our client reporting application that allows financial advisers to produce premium quality and great looking reports for their clients in a time efficient manner, and the tools to help advisers deliver advice remotely.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services, Software to customer specification, software houses, Information technology (IT) and Internet, IT, Internet, R&D
HQ Location
68a Milton Park Abingdon, Oxfordshire OX14 4RQ, GB
Keywords
Client ReportingData ManagementIntegration with wrap platformsand integration with back office systems
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