Third Financial Software, leading supplier of wealth management software and platform services, today announces that it has launched an innovative on-site facility, Tercero Pod, at its headquarters in London.
Third Financial Software, leading supplier of wealth management software and platform services, today announces that it has launched an innovative on-site facility, Tercero Pod, at its headquarters in London. By adopting the concept of a ‘model office’, Tercero Pod highlights the confidence TFS has in its offering by allowing clients and prospects the chance to get their hands on the products and services at the point of initial interest. This exciting ‘try before you buy’ concept allows interested parties to visualise how the products and services provided could help their firm to stand out from the majority, whilst allowing for increased operational efficiency. Tercero Pod will also act as a space for more in depth ‘Discovery Sessions’, where prospects are invited to spend time with the highly-experienced implementation team. The Pod’s facilities allow prospects to upload sample client data, making for a realistic user experience. On signing, new clients are invited back to the Tercero Pod to undertake a more structured training programme with a tailored agenda. In Q3 of this year, Third Financial Services will be releasing the latest version of Tercero Software, inclusive of MiFID II compliant features. The Pod has been equipped with these new features already, and will be open for clients to try to provide feedback before it is implemented on site. Stewart Foster, Group Executive Officer, Third Financial Group, comments: “Software isn’t usually regarded as a tactile product, so we wanted to create an environment where our prospects and clients could get their hands on the exciting products and services we offer the wealth and investment management market, all whilst envisaging how they could change the way their firms operate. The Pod offers just that.” For more information on Third Financial Software, or to book a demo, call us on 0207 349 0034.