Many Financial Services businesses have been crying out for an affordable system that’s tailored to how they do business, the products they sell and the way in which they work with introducers. Introvice was born out of this very need and is the result of pulling together every second of an advisers day into a system developed especially for the industry. Our focus is to provide a user intuitive system that is there every step of the way, ticking all the boxes for advisers, administrators and business owners alike. We work closely with our clients and continually evolve the system in response to changes in the industry and work place demands.
From the very first Lead through to Income & Commissions, we have it covered.
Revolutionalise the way you work - from incoming leads, right through to Income and Commissions
Cloud Based Flexibility
In recent times the need for immediate flexibility to work from home has become very apparent. Our system is cloud based enabling you and your team to be able to work from whatever location you need, with zero disruption. Each day they can log into the system and see their actions for the day, any incoming leads, access the client and case information they need and monitor their pipeline.
Owner of a successful Financial Services Business on the South Coast – St Barts Finance Ltd, which was established in June 2009.
Business rapidly growing by leveraging a large network of introducers and with a desire to do things differently.
20+ years working in Financial Services and 3 years in Estate Agency.
An IT professional with over 20 years experience.
Specialisations in Infrastructure, Security and Software Development.
Wide range of commercial experience, including the financial services industry and service provider industries
Passionate about systems and infrastructure that really make a difference to how businesses can thrive.
First Class BA (Hons) Business Studies graduate with 16+ years experience in B2B Sales and Account Management, including 6 years in Business Technology.