Guidance for growth & decision making in the digital landscape
Our projects
Information Management Systemisation
We build systems & processes to simplify and save time on data entry & sales delivery
Business Process Documentation
We review the internal processes for how data is processed to decrease human error & duplication and increase productivity
Project management
Create clear & concise plans of how we're going to get you from A to B, with detailed with SoWs (schedule of works) and project roadmaps
Digital transformation
Once we've reviewed your needs & planned how to achieve your goals we'll use our industry knowledge & contacts to connect the dots
Our projects
Why financial services engage with us
Intrinsic House
Case management & AR payroll
Based in Colchester, Essex, Intrinsic House are a directly authorised personal insurance network, w worked with them to build a case management system that's fit for purpose for an insurance-only firm. Furthermore, we integrated Ability Payroll to take the accounting information collected by ARs to generate commission statements, successfully automating the whole payroll process
ATZ Finance
Logistics payroll
Based in The Shard, ATZ Finance were an existing client using Ability Portals for their practice management in their finance brokerage. They had a digital transformation project for their logistics business, with 50 self employed drivers who get paid weekly. We worked on systemising the invoicing process to automate collecting accurate hours to populate drivers invoices and creating an online portal to view
Get in touch
12 Oak Industrial Park, Chelmsford Road,
Dunmow, Essex
Cm6 1XN
02030077760