Industry experts at your fingertips
Technical expertise with a profound understanding of financial planning
We've hand-picked our team to combine technical expertise with a profound understanding of financial planning and wealth management. Whether you're implementing Curo for the first time, adopting new functionality or looking to optimise existing processes, you'll work with people who understand your business, challenge where appropriate and provide practical advice based on real experience.
We're committed to building long-term partnerships that help your firm realise the full value of Curo, today and as your business continues to evolve.
How we work with you
Financial services expertise combined with Microsoft certified technical knowledge
Our deep financial services expertise, combined with Microsoft certified technical knowledge, enables us to deliver transformational CRM and data solutions that support our purpose.
Implementation
Moving to a new platform is about much more than technology. It's about giving your business the confidence to embrace new ways of working while minimising disruption.
Our experienced consultants work alongside your team throughout your implementation, helping you make informed decisions, configure Curo to support your business processes and prepare your people for a successful transition.
From planning and configuration through to testing, migration and go-live, we're with you every step of the way, ensuring you gain value from Curo from day one.
Adoption
Successful projects don't end at go-live. They begin there.
Our consultants work with your teams to build confidence, encourage adoption and help users understand not just how to use Curo, but how to get the most from it in their day-to-day roles.
By supporting users through the early stages of adoption, we help organisations embed new ways of working that deliver lasting business benefits.
Our consultant tailored the training to reflect how we work as a business rather than simply following a standard course. The supporting resources have been invaluable, and every question or additional training request was handled quickly. The whole experience was efficient, enjoyable and we felt fully supported throughout.
Optimisation
As your business evolves, your use of Curo should evolve too.
Our consultants work with clients to identify opportunities to improve processes, increase efficiency and make better use of platform capabilities. Whether you're introducing new functionality, refining workflows or taking advantage of new releases, we'll help you ensure Curo continues to support your business objectives.
Our goal is simple: to help you get maximum value from your investment.
Support
When you need help, you'll have access to people who know both the platform and the financial advice industry.
Our experienced support consultants are available through our Service Hub and comprehensive online Knowledge Base, making it easy to find answers and log support requests. For clients who prefer speaking to someone directly, we continue to offer telephone support because sometimes a conversation is the quickest way to resolve an issue.
Whatever the question, our focus is on providing responsive, knowledgeable support that keeps your business moving.
Our consultant demonstrated an excellent understanding of our business and helped us see how Curo Power Platform could best support the way we work. The training was informative, approachable and engaging, giving our team greater confidence in using the platform effectively.
Learning and Development
Building confidence is at the heart of successful change.
Our Learning and Development consultants deliver engaging, practical training designed around your business. From implementation training through to refresher sessions, onboarding new colleagues and introducing new functionality, we help your people develop the knowledge and confidence they need to succeed.
Training is supported by comprehensive learning materials and online resources, allowing your teams to continue learning long after the sessions have finished.
Ongoing Governance
Technology is only one part of a successful platform.
Regular governance meetings help ensure your business continues to realise value from Curo. Together we'll review progress, discuss upcoming developments, identify opportunities for improvement and ensure your platform continues to support your strategic objectives.
Our consultants build long-term relationships with clients, providing trusted advice and helping you plan for the future rather than simply reacting to change.
Interested in Learning More?
See how Curo can help your firm improve efficiency, strengthen data management, embrace automation and prepare for future growth.
Support and continuous improvement
Support is delivered through a dedicated Service Desk (09:00–17:30, Monday to Friday) via ticket, email or phone, backed by a searchable knowledge base. Response and resolution times are governed by a published Service Level Agreement, and support is included in the Curo licence fee.
Response and resolution times are tiered by severity — critical issues are responded to within 30 minutes and resolved within 2 hours, while lower-priority requests are resolved within a few business days — all defined in a published Service Level Agreement.
Curo is updated monthly, using an automated deployment process that requires no downtime. New features are communicated in advance via email and published Release Notes, and firms with a separate test environment get early access to review changes before they go live.
Yes. Users can engage with the Product Team through User Groups and Focus Sessions, or raise a formal Service Request for Change, which is scored and prioritised based on demand, strategic alignment and business value.