Dynamics CRM Case Study – Aspiri

Aspiri Financial Services
Gavin Kelly

Financial Adviser and Principal
Aspiri Financial Services Pty Ltd
Brisbane, Australia

Usability & Design

Conceptual Analysis



UI Development

They lifted the automation and systems of the business to such a level – the growth of the business has bounded ahead in leaps and bounds.

The Situation

Aspiri needed an integrated business solution for their financial planners and wealth management teams. The system needed to include a new level of productivity, efficiency and relationship building with clients.

The Solution

Soluzione’s Financial Planning Management (FPM) system is a  service, offering specially designed for Financial Service Providers (FSPs).  The system provides an integrated solution for automating and streamlining critical processes for a financial planning advisory.  The system was fully customized to include functions like fully compliant Statement of Advice (SoA) generation, connecting with clients plus and a self-service portal to enable transparency between external and internal stakeholders.

The Result

Aspiri was able to fully automate their systems so that they could report on cash flow and balance sheet results, investment and insurance management, strategy recommendations and generate instant SoAs.

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