CURO is a fully online, web-delivered application that can be accessed, and used, from location. And, because it is built on the Microsoft Dynamics CRM platform, it can be used to support any line of business.
We have tailored it to meet the particular needs of Financial Advisers and Wealth Managers providing a truly comprehensive range of functionality, see CURO Features for more information.
This means that we offer all of the functionality required by your member firms and / or the businesses that you have acquired. But, as an aggregator / Network there is, of course, another dimension to your technology requirements. Specifically, you’ll need the ability to deploy your technology across a large, and widely distributed, number of associated business entities (i.e. your member firms or acquired businesses) whilst still maintaining a strong level of centralised visibility, control and processing to deliver your particular operating model.
You will require the ability to allow your associated business entities the flexibility to apply their own brands, define their own service propositions and create their own localised processes and procedures. Simultaneously, you will also need the ability to perform highly-critical functions in significant volumes quickly and efficiently, such as fee reconciliation and payment distribution. Because CURO is natively integrated with the ubiquitously used suite of Microsoft applications (WORD, Outlook, Excel, SharePoint, Teams, Power BI, etc.) its almost certain to be fully compatible with much of the technology already being used by your associated business entities. This means that CURO is uniquely placed to meet both the needs of your associated business entities your own business delivering significant cost savings to all.