The Private Office is one of the UK’s top 25 financial planning companies, acting for more than 2,400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. Savings Champion, part of The Private Office Group, monitors and advises on the whole UK savings market, providing savers with free, unbiased, personalised guidance on their cash savings.
When The Private Office approached Calls9, they were using Salesforce for product management and reporting and Django as a CMS for their Savings Champion website.
We started by working with the Savings Champion team to understand what functionality they needed from a platform and what they wanted to achieve. To accommodate their hundreds of thousands of web users and help their team to work faster and more effectively, they needed a platform that could support this volume of data, automate key business processes as well as provide rich reporting and business intelligence.
To achieve these objectives we replatformed Savings Champion to Calls9 Nucleus. By doing this we were able to consolidate content management, product management, customer management and reporting into a single platform. This reduced costs and improved efficiency across the business
The Savings Champion team used the Salesforce reporting system to store financial information and help their customers get financial advice. However, over the years, the number of reports had become difficult for their team to manage:
To enable the Savings Champion team to work faster and more effectively, we deployed workflow automation tools to run scheduled tasks, replacing old manual processes around managing their product data. These not only reduced the manual workload but also improved the data integrity by minimising human error.
Additionally, using Calls9 Nucleus, the Savings Champion team can now manage their product catalogue and publish content across their website and blog using a single platform.
We built a new API which gives flexible access to the underlying financial data. This API allows queries to be run on the financial information and for the responses to be integrated into other web applications or use cases.
Savings Champion is reselling access to this information via the API to banks and other financial institutions. The API has created a new revenue stream for the business in addition to their core offering.
The new reporting system powered by Calls9 Nucleus enables the Savings Champion team to advise customers on what the best savings options are and also use it externally on their Best Buys page of their website.
We also improved the Savings Champion Rate Tracker engine to make it more user-friendly and streamline the process of tracking recommendations.