Contemi & Blankstone Sington Collaborate to Help End Investors & Environment Amid COVID 19
Contemi Solutions, a global financial technology provider, announced that its client Blankstone Sington has more than doubled End Investors take up of their Client Portal amid the COVID-19 Pandemic.
Contemi's client portal, part of the Wealth Intelligence (WIN) Platform, is a functionally rich module for end-investors and IFAs enabling digital communication between the relationship manager and their customer. Highly secure and cloud-hosted, the client portal can be accessed anytime, anywhere and is supported on any device.
Blankstone Sington acted quickly in response to the Covid-19 lockdown by looking to implement digital solutions across the business. Working with technology partner Contemi, they have introduced automated document distribution for contract notes, valuations and tax packs, all fully branded and managed by Contemi's Client Reporting module.
With access to printers and offices limited, Blankstone Sington considered automated document distribution a vital component to ensure end-investor experience was not affected, and in order to achieve operational efficiency for financial year end.
Neil Turner, Chief Executive Officer at Blankstone Sington, stated "I am delighted that we were able to mitigate the impact of working remotely immediately and our clients have welcomed the ability to access the portal for their key information from portfolio information, documents to messages from our Investment Managers. The ability for us to put important firm level messages to all clients via the portal gives them confidence that we are operating business as usual on their behalf".
Neil added "My team have worked closely with Contemi who have provided considerable assistance to our firm during a time that we have experienced high volumes of activity. We hope that this relationship will continue to flourish as we seek to enhance the service provided to our customers".
Kean Williams, CEO at Contemi Europe, said "When Blankstone Sington approached us we were pleased to help including providing discounted costs to use the platform. We have long seen the replacement of paper based communication with end investors as a key driver both for efficiency and the environment meaning that this switch over was quick and seamless from our side. As ever it is an absolute pleasure working in partnership with the team at Blankstone Sington, a relationship that has been in place for more than 25 years".
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