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.