Introduction
“We’re a process-driven business, and we needed a CRM that would be an asset, not a hindrance. Finova gave us that flexibility.”
James Hardwick, Managing Director, Charleston Financial Services
The challenge
“Our old system wasn’t evolving. It didn’t support automation or tailored communications, which are crucial for a specialist broker like us.”
James Hardwick, Managing Director, Charleston Financial Services
The solution
“I’m not an IT expert, but I can get into the system, build new processes, and deploy changes in an hour. That’s a huge strength.”
James Hardwick, Managing Director, Charleston Financial Services
“We’re doing more business with less effort. Our pipeline is more manageable, and client communication is far more consistent.”
James Hardwick, Managing Director, Charleston Financial Services