Australian super funds Tasplan and Quadrant have decided to retain Financial Synergy’s CRM platform Acurity even after they start operating as one entity from November 2015 under the Tasplan brand.
The platform is already implemented with Quadrant and now will be extended across the merged organisation to scale up its administration platform for over 100,000 fund members.
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Tasplan currently outsources its administration function however with the merger with Quadrant it will move to providing its own in-house administration capabilities to members.
The Financial Synergy claims that its platform will deliver a system which allows greater control over the merged fund’s data and seamless integration of systems.
Wayne Davy, CEO of the impending merged entity said: "The decision to retain the Acurity platform and scale up for over 100,000 fund member’s post-merger was very clear for both funds. Customer experience is key to our future success and we have all experienced first hand the capabilities of Acurity and Financial Synergy.
"This gave us great confidence to make that decision and build a business that will continue to deliver the customer experience we want to provide with the support of the Acurity system."
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By GlobalDataAcurity is currently used to manage over 2.5 million superannuation members with over $100bn in funds under administration by clients, earning the respect of industry leaders.
The latest version of the Acurity platform contains new efficiencies for fund administration and extended online member engagement functionality for mobile iOS and Android devices.
