Infinity is officially in celebratory mode having received two fantastic accolades this month. Hot on the heels of our MD, Trevor Keidan\u2019s, inclusion in International Adviser\u2019s top 100 industry movers and shakers comes an award for our Hong Kong office for Excellence in Operational Efficiency at the 2018 International Adviser Best Practice Awards.<\/p>\n
The awards, run in partnership with Old Mutual International, aim to acknowledge global adviser excellence, something that we are continually striving to achieve. The Excellence in Operational Efficiency category rewards businesses which run efficiently and cost-effectively, aligning internal systems, processes, IT CRM and data management with the firm\u2019s objectives. The judges deemed our nomination \u2018A very compelling entry. Ambitious but backed by a sound track-record of good business management.\u2019<\/p>\n
This is, in part, recognition for significant changes to our data management systems which have been introduced in the last couple of years with the specific aim of enhancing the customer experience. In 2015, Infinity invested in an innovative bespoke data management system called Wealthcraft, rolled out in 2017. It has proved to be a groundbreaking, market-leading solution to the problem of managing data effectively which has long been an underlying issue across the financial services industry.<\/p>\n
This modern, powerful and sophisticated tool has revolutionised how Infinity manages data and increased our ability to put our client\u2019s interests first in everything we do. Here are just some of the benefits which Wealthcraft has brought to our clients:<\/p>\n