Ramsey Crookall Chooses Objectway as a Strategic Partner for Digital Transformation and Market Expansion
May 16 2024 - 8:50AM
Business Wire
Objectway, global FinTech provider of as-a-service software to
banks, wealth and asset managers, has been working with Ramsey
Crookall to progressively support the firm’s organic business
growth and expansion into other areas of the market over recent
years.
Ramsey Crookall is the Isle of Man’s longest established
independent stockbroking and award-winning investment firm,
providing a full range of bespoke stockbroking and wealth
management services to private and institutional clients, trusts
and pension funds predominantly in the UK, the Isle of Man and
South Africa.
Its partnership with Objectway has enabled Ramsey Crookall to
evolve from a traditional values stockbroker to a progressive,
digitally-enabled multi-service investment management firm. This
evolution has been supported by Objectway’s modular solution
providing the firm with a scalable front-to-back technology
platform.
This long-term strategic collaboration began with the provision
of Objectway’s Investment Administration, enabling the firm to
streamline and manage the core back-office operations more
efficiently, whilst freeing up resources to deliver scale and
enabling them to differentiate their business in the market.
In the second phase, Objectway’s Portfolio Management enhanced
the firm’s ability to deliver efficient management and execution of
their investment strategy for their Investment Managers and
Dealers.
In a third phase, Objectway integrated these capabilities with
the new client portal to enable an omni-channel and streamlined
digital investment experience for Ramsey’s clients. This improved
client visibility and significantly digitalised their client touch
points without losing the personal touch that their business has so
successfully built throughout its long history.
The current phase is to introduce enhanced capabilities for
client lifecycle management, a more efficient client onboarding
process and client Apps to provide clients with the choice for even
greater flexibility and digital interaction, by deploying
Objectway’s Client Management solutions.
“As a trusted family business offering a bespoke service, we’re
constantly evolving to meet our clients’ needs and expectations. As
such, we wanted to rely on a partner who shared the same
future-focused vision, who could enable a steady technology
evolution for the business,” said Joanna Crookall, CEO at Ramsey
Crookall. “Our long-standing relationship with Objectway has
enabled us to expand our services seamlessly into new territories,
such as South Africa and to develop new services, such as, our
discretionary model service aimed at the next generation of
investors and our trading/custody services for professional
clients. Over the years we have valued their ability to support our
business differentiation and expansion at a pace that suited
us.”
“We’re proud to have been partnering with Ramsey Crookall
contributing to their success. By moving entirely to our SaaS
solution, we’ve been able to meet their objectives for efficiency,
cost effectiveness, scalability and timely delivery. Ramsey
Crookall appreciated the value and benefits of a fully integrated,
fully managed and digitally enabled solution from a single, trusted
partner. We look forward to delivering value to their business for
many years to come” commented Alexander Cassar, Objectway’s
Chief Business Development Officer.
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Chiara Giudici +393938229579 chiara.giudici@objectway.com