Working alongside Harriet at Bluecoat has been an absolute pleasure and the best experience I have ever had from a support implementations manager, assisting the set up of a new system. The assistance in genuinely world class 🙂 Thanks Harriet! Alex

Thank you to Joe James for your training webinar this morning Really appreciated this insight into Commission activity, i appreciate all your help and answers to questions asked. It was really helpful

We have recently undertaken a database transfer for our company with Bluecoat software.Joe James in the implementation team was brilliant at coordinating the transfer and the in depth queries and bespoke needs we had for completion of this transfer. He was very understanding and reliable and where he was unsure of anything, ensured this was dealt with my another department.My only criticism would be the handover from the sales team to the implementation side as a lot of what had previously been discussed and agreed, hadn’t been passed over and we felt this caused further delays. All in all a great service. Thanks again Joe to you and your team for your help with completing this transfer.

We have been using the Finplan CRM system for many years. In recent months we chose to upgrade our capability to incorporate the sourcing suite and back office banking tools. Ryan and his team have been incredibly responsive to our needs throughout this period of change and their flexible approach to solving challenges very much appreciated. The upgraded system is working well and has been positively received by the business. A huge thank you to Ryan and the team for their efforts and support thus far and we look forward to continuing our close partnership.

Joe on the implementation team has been fantastic, couldn’t fault the care, attention and professionalism he showed us.

Joe James at Bluecoat has been fantastic with regards to the ongoing implementation of my company’s new software. He’s always available and always understanding of our ideas as well as providing great solutions for technical issues. Thank you Joe!

First class service during our implementation period, this has helped us enormously, having come from a background of using spreadsheets to now using the FinPlan back office system. The data we can now access has enabled us to complete our Gabriel reports so much more quickly and efficiently. I would highly recommend Bluecoat software (FinPlan) to anyone thinking of implementing a back office system that is both functional and easy to use.

Ryan and his team have been absolutely fantastic on helping us, the service provided is excellent.