We spoke to Alan Boswell & Company Ltd. about their experience of our Platform Consulting Team, here is what they had to say.
Having used Ascentric for several years we undertook a full Service & Process Review in 2016 with the Platform Consulting Team. Our aim being to gain a better understanding of how we could use the platform more efficiently, to help identify any shortfalls in our staff knowledge base and to bridge these gaps, and finally to re-define our own internal process to ensure all platform client business was dealt with in a fast and efficient manner.
During this period we found the Consulting Team to be both professional and courteous. They strived to better understand our business and as result have introduced a change in some of our internal processes, enabling us to better manage client assets on the platform and they also identified and provided training to bridge any knowledge gaps.