Solution

Vollardian was brought in to assist with the digital transformation and post-merger integration. They assessed Clime's technology, including reviewing all technology provider contracts and their costs, to design a simplified architecture. The solution included project managing the transition of MTIS into Clime's wholesale advice business (CPW). The project involved:

• Optimising and standardising data migration into Dynamics CRM.

• Establishing project governance to audit outstanding activities and ensure team accountability.

• Leading the implementation of key systems like Employment Hero and MYOB Advanced Business.

• Acting as a 'Sales Coach' for the private wealth team.

• Redeveloping the Clime Direct subscription platform.

Results

The digital transformation and project management efforts yielded significant outcomes:

• A simplified technology architecture was implemented, which was estimated to improve productivity by 250%.

• The prospective client pipeline for private wealth grew by 180%.

• The full operational and technical transition of MTIS into CPW was successfully managed, including data migration.

• Clime Direct was relaunched, and its membership increased.

• Key platforms like Dynamics, Employment Hero, and MYOB were implemented and optimised, streamlining business systems.

• The entire transition process was completed within four weeks.

Testimonial

"Vollardian knows the ins-and-outs of our business as good as we do ourselves"

— CEO, Clime Investment Management