Insights


On Board – Quilter plc

Monday, 22 November 2021

Going live in 2021 with its new bethebrand system MPAH (Marketing Production and Approval Hub), Quilter is implementing its system to deliver pan organisational support across its businesses.

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow. It oversees £108.5 billion in customer investments (as at 30 September 2021). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

Quilter started its search for a DAM provider in late 2020, as it sought to bring an internal network of databases together into one system that could support the whole business. The new system’s core objective was literally simplicity itself:

  • Deliver state of the art literature lifecycle management to underpin its thorough compliance approach.
  • Streamline record keeping and approval processes.
  • Oversee and manage workflows and help drive project planning across the team.

Each Quilter business has its own sets of documents, communications, websites, advertising, social media, and sponsorship programmes. Rather than opt for a ‘big bang’ changeover, the internal implementation team started with the literature suite of one business with a system capable and configured for the whole business.

Closely supported by the bethebrand team, this starter project acted as an excellent blueprint for the rollout and demonstrated the agility of both teams in moving through design, configuration, and implementation in a matter of a few months.

An important element of the rollout is the quality and availability of system training. Quilter’s early adopters, together with the internal trainers and bethebrand’s account team, are able to showcase the system’s capabilities and improved outcomes to the entire business. This close team working provides a controlled yet agile approach with minimal business disruption.

An important insight shared by the Quilter team was that the bethebrand team was always there when they needed them, and they never felt that making a call to them would end up with an extra bill. This transparency and trust is key to every bethebrand client relationship.