27 April 2018

Financial Synergy provides CRM software for Australian super funds

10 August 2015  |  1995 views  |  0 Source: Financial Synergy

Industry leading superannuation and investment software provider, Financial Synergy announces today its Acurity™ member online, reporting and compliance platform will enable the delivery of a larger scale and integrated customer relationship strategy for the merged Tasplan and Quadrant super funds.

Tasplan, a leading Tasmanian multiindustry fund and Quadrant, with roots in Tasmanian local government, will operate as one entity from November 2015 under the Tasplan brand.

Tasplan currently outsources its administration function however with the merger with Quadrant it will move to providing its own in-house administration capabilities to members. Already implemented with Quadrant, the Acurity software from Financial Synergy will be extended across the merged organisation to scale up its administration platform for over 100,000 fund members.

Wayne Davy, CEO of the impending merged entity said: “The decision to retain the Acurity platform and scale up for over 100,000 fund member’s post-merger was very clear for both funds. Customer experience is key to our future success and we have all experienced first hand the capabilities of Acurity and Financial Synergy. This gave us great confidence to make that decision and build a business that will continue to deliver the customer experience we want to provide with the support of the Acurity system.”

The Financial Synergy Acurity platform will deliver a system which allows greater control over the merged fund’s data and seamless integration of systems.

Stephen Mackley, CEO of Financial Synergy also added: “Tasplan has a specific strategy to focus on client-care around a central management platform. The merger combined with the implementation of Acurity platform for all fund members will enable ongoing improvements. We are very proud to provide the platform of choice for this initiative and we have great confidence in working side-by-side to deliver great service to Tasplan fund members.”

Acurity is currently used to manage over 2.5 million superannuation members with over 100 billion dollars in funds under administration by clients, earning the respect of industry leaders. The latest version of the Acurity platform contains new efficiencies for fund administration and extended online member engagement functionality for mobile iOS and Android devices. The Acurity platform is fully SuperStream contribution response messaging compliant.

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