UMi Debt Finance Scotland manages a £12 million loan fund under the Scottish Growth Scheme, fully funded and owned by Scottish Government, to help accelerate the growth of Scottish businesses.
UMi Debt Finance Scotland needed a CRM to manage their processes for a growing loan book from all aspects of the business, from building partner relationships to marketing.
The cloud-based system delivered the required software to produce loan documents and manage different parts of underwriting and stakeholder process.
BrightOffice was the clear choice for us: the bespoke CRM allowed us to streamline our processes significantly, allowing our team to focus on providing their expertise to their client base and prioritise finding new ways to provide financial sustainability to businesses in the local community.
THOMAS BROCK, FUND DIRECTOR
BrightOffice provided a couple of initial demonstrations along with other providers to allow UMi to confirm the best choice of software, including a presentation delivered to several prominent staff members.
From submitting the order to training the team, UMi were ready to go within two months, including two days of on-site training delivered to various staff members within the business.
Since UMi’s set up, we are supporting the integration of the back office into accounts and currently in discussions regarding utilising our existing Microsoft Power BI integration to create some new unique dashboards for Umi’s internal reporting.
We built a strong relationship with BrightOffice from the outset, with consistent communication, support and flexibility. We are constantly looking to develop the relationship further as BrightOffice continue to develop new integrations
PATRICK BURKE, INVESTMENT PORTFOLIO EXECUTIVE
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