Tag Archives: business strategy

Eileen Murphy on CRM Business Processes and Successful Relationships – MPAF28

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It’s so important for successful businesses to manage their interactions with current and future customers.

Customer Relationship Management tools (CRM for short) can make a real difference to this process. But as always there are many systems available.

My guest today specialises not only in helping companies choose a CRM system, but also helps train them so that CRM becomes part of their culture.

Hear how Elieen started Informed Training and has helped many financial advisers embed CRM into their businesses.

Listen to the passion Eileen has for marrying CRM with culture and business processes to create successful and profitable relationships.

Eileen Murphy on CRM Business Processes and Successful Relationships

Who is Eileen Murphy? Eileen runs Informed Training, which is an Independent provider of Consultancy and CRM Training services working closely with the Financial Services Sector.

They offer Independent practical hands-on Consultancy in order to understand businesses. With empathy and understanding, this ensures that training is relevant and ensures companies use their CRM systems more effectively to drive their business forward.

A little known fact about Eileen is that she appeared on stage with the late Roy Castle and Carol Vordeman – and like Roy Castle, she believes in “Dedication – That’s What You Need.”

Products mentioned by Eileen:

Eileen’s Contact links:

Eileen’s favourite book:

43 Mistakes Businesses Make and how to avoid them by Duncan Bannatyne.

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David Ferguson on Nucleus and New Financial Business Models – MPAF26

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Think Big. Act Small. Be Humble.

This is the business philosophy behind Nucleus Financial, and Edinburgh based platform provider built from scratch and launched in 2006.

My guest today is Nucleus Financial’s CEO.

In this fascinating interview hear how David and his team founded a new type of financial services business model.

Listen to how they overcame challenges, focussed on client needs, built a vibrant culture and achieved success represented by over £8 billion funds under management.

MPAF 26

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Who is David Ferguson?

After spending time as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus, David started Nucleus Financial.

Nucleus is based a stone’s throw from where I used to work at Bright Grey, and indeed we’ve swapped marketing and cultural ideas over the years.

David is a prolific user of social media and frequent media commentator.

David’s Contact links:

David’s favourite books:

Purple Cow – Transform Your Business by Being Remarkable by Seth Godin.

Evil Plans – Escape the Rat Race and Start Doing Something you Love by Hugh MacLeod.

The Thank You Economy by Gary Vaynerchuk.

Enchantment – The Art of Changing Hearts, Minds and Actions by Guy Kawasaki.

Jab Jab Jab Right Hook by Gary Vaynerchuk.

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Andrew Gething on Changing Protection Underwriting – MPAF20

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Underwriting gets a good deal of bad press. But is it justified?

In the advised protection market the consequence of price competition on term assurance and critical illness products is tighter underwriting, more medical evidence and more ratings.

Online applications and tele-underwriting can help speed up the process but clients face disappointment when they find their premium is higher than originally quoted.

Is it time we changed the way we quote for protection products so we do not raise client expectations with cheap headline rates more people cannot obtain?

My guest today pioneered tele-underwriting in the UK and firmly believes that we need change. But what does “good” look like?

My guest on Episode 20 of the Marketing Protection and Finance Podcast is Andrew Gething.

Andrew Gething on Changing Protection Underwriting - MPAF20

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Who is Andrew Gething?

Andrew is founder and MD of Morgan Ash.

Before that, he was a Chartered Structural Engineer and entrepreneur starting several other companies one of which was an IT specialist.

In his spare time, Andrew is currently walking all the Wainwrights – that 214 hills in the Lake District of which he has only 22 more to do.

Hear Andrew’s views on the current relationship between quoted premium rates and the final rates we offer after underwriting. Listen to his proposed solutions on how we can change underwriting from the current sometimes painful process to a valuable individual assessment.

Andrew’s links:

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