Prydis, a UK wealth management firm, has implemented Creative Technologies’ suite of web-based software to power its business operations and client proposition.
Prydis and Creative Technologies have been working for a number of months to plan and deliver an end-to-end practice management and CRM solution. The new system provides a centralised business hub, allowing its advisers and support staff to have a single view of all client assets.
James Priday, director, Prydis, says: "The attraction of working with Creative Technologies was apparent as they have built us a bespoke proposition which offers us all the benefits of a web-based environment, allowing us the client insight, systems and controls that a rapidly growing organisation such as Prydis requires.”
Keith Hare, director of Creative Technologies, says: “Prydis is a great fit for our business. We create custom business hubs for every firm we work with, and our relationship with Prydis will deliver an industry-leading level of service to its clients and staff.”