SPF Private Clients

SPF Private Clients Modernizes Processes to Better Serve Customers and Enable Growth

SPF Private Clients was formed in 2011 following a management buyout and rebranding of Savills Private Finance, the financial services arm of Savills plc. Savills Private Finance was launched in 1997, rapidly growing into one of the market leaders in UK financial services.

In 2019 SPF Private Clients commissioned a full and detailed market review of the available Financial Services solutions. “No stone was left unturned” says Freddie Savandra – Head of Digital Services at SPF Private Clients. “We reviewed the entire spectrum of solutions across various sectors including Mortgages, Financial, Wealth Planning and General Insurance. What we were looking for was a comprehensive single vendor proposition, key in our selection criteria was the need to be able to customise the solution to fit our own best business practises and enable positive user adoption.

SPF Private Clients are a long standing client of Pritchard Consulting having been early adopters of the very first release of their MS Windows version of PivotalCRM and Pivotal Finance System.

In January 2020 SPF Private Clients went live with a customised deployment of Pritchard Consulting’s PivotalFS UX solution.

James Rodea, chief operating officer at SPF Private Clients said “Consolidating our separate business solutions across Mortgages and General Insurance into a single platform has enabled us to share common processes, enhanced management reporting and harmonised our back office administration and accounting processes.

PivotalFS UX’s integration capabilities have enabled SPF Private Clients to integrate third party suppliers into their business processes with partnerships for mortgage product sourcing, online identity checking and secure document delivery.