Case Study: CJP Paraplanning

Executive Summary

CJP Paraplanning is a firm that provides assistance services to businesses in the increasingly complex area of corporate financial planning, such as quality assessments, reports, advice packs and information requests.

They needed a system that would allow them to track the status of their cases, quality check documents and chase letters of acceptance, and manage other services they provide for their clients.

  • SwiftCase provided CJP Paraplanning with a browser-based case management software that automates the full range of their workflow with custom criteria defined by the firm themselves.
  • SwiftCase allowed CJP Paraplanning to allocate tasks such as report writing and quality control to numerous staff members, based on their skill-sets.
  • SwiftCase provided CJP Paraplanning with the ability to automate a number of their documents, cutting administration time dramatically.

Challenges

Challenges

  • Since CJP Paraplanning assist with a wide range of financial advice, including very specific products and stages, they needed to be sure they could reliably give accurate information to clients and schedule meetings efficiently, with an easy way of keeping all relevant information at hand.
  • Because of the very sensitive nature of financial information, CJP Paraplanning had to be absolutely sure that the cloud based transfer of client records and documents was completely secure.

How SwiftCase Helped

  • CJP Paraplanning was able to set up a working system to manage its records and administration, in a short period of time, without needing to employ additional administration staff or develop their own IT solution.
  • SwiftCase provided CJP Paraplanning with a system to record and organise their tasks in a secure, user-friendly system. Because SwiftCase is cloud-based, they did not have to worry about installing their own software, or hosting a solution themselves. They could simply log on to SwiftCase and get on with their work.
  • CJP Paraplanning’s business processes are broken down into their distinct stages. At a glance, they are able to see exactly where each of their cases is up to, and can plan and manage their meetings accordingly, as well as upload the task-specific documents, that can be accessed securely by staff with the correct permissions.
  • Through the use of automatic email notifications and a read-only access to the system, their clients were able to follow updates on their case through the system.

Results, Return on Investment and Future Plans

  • The new system includes custom criteria unique to CJP Paraplanning, mapping their businesses’ exact workflow, making their day to day business operations more efficient. They are able to concentrate on providing services to their clients, rather than the administration which makes that possible.
  • They now have the ability to easily share relevant documents securely and quickly through the system without relying on external email or messaging.
  • They have been able to set up and maintain an efficient business, in an industry with strict legal guidelines, and security considerations, without the expense of extra administrative staff and office space, allowing them to take on new work and look to expanding in the future.

Results, Return on Investment and Future Plans