Every adviser would agree that consistency of service is vital for a great client experience. So we made sure that working with CURO doesn’t mean severing relationships with software you’re familiar with.

Popular apps integrate seamlessly with CURO because it works even better when it teams up with others on specialist tasks. Meet some of the partners we collaborate with...

Extending CURO

CURO is so much more than just a back office system and because it is built on Microsoft Dynamics CRM, there is a global network of clever software development companies creating solutions that extend Dynamics capabilities.

We are always on the lookout for ways to enhance CURO so that you have control over the important things like reporting and client communications and although CURO does all of these things as standard, our selected partners do so much more to bring control back into your hands. Find out about our partners below. Please note that all of our partner solutions will be charged for in addition to CURO licenses. Contact us for more details.

Microsoft

Although CURO has been developed for financial advice businesses, at its heart is the extensible Microsoft Dynamics xRM platform, where x can be what you want it to be. As a development framework, Dynamics xRM delivers all of the power of CRM as well as allowing for the creation of custom entities so that an entirely tailor made solution is within reach for your business.

Starting from scratch needs a considerable amount of thought and preparation and often many hundreds of man days could be consumed in the creation of a meaningful specification document, which is why having CURO as a starting point for your development could save you time and a considerable amount of money.

“Microsoft Dynamics is a global, fast growing business with over 5m seats of Dynamics CRM deployed. The largest global customer in Financial Services (by seats deployed) is Barclays. On the back of that we have seen penetration in Lloyds Bank, RBS and Metro Bank. We have a growing install base in Insurance and Capital Markets and aggressive growth targets across the whole of Financial Services. Dynamics CRM is a platform, thus it is equally applicable to Banks, Insurance companies and oil companies, but it is not inherently optimised for their use. For that we look to partners to configure, deploy and extend the functionality.”

Dynamics CRM lends itself to large integration work from system integrators such as Accenture or CIBER. However, the IFA market will simply not work with a System Integrator approach. That is why we chose to work with Time4Advice. They have built templates and forms, extending the platform to optimise it for an IFA business. They have an excellent understanding of the needs of the IFA community and are making the solution relevant, affordable and accessible. Microsoft is working closely with T4A to help drive sales of the T4A platform and therefore Dynamics CRM into the IFA market.

Bruce McKee, Financial Services Industry Lead, Microsoft UK

Financial software partners

Our strategy is to work with best of breed software providers and build meaningful integrations with them so that you no longer have to enter data more than once into any system. In this way, you can focus your efforts finding solutions for your clients rather than waste time on data entry tasks.

Over time you will see more specialist software providers join our network of integration partners. Below you can see some of the familiar partners we integrate with today.

Please note that all of our partner solutions will be charged for in addition to CURO licenses. Contact us for more details.

Microsoft

Although CURO has been developed for financial advice businesses, at its heart is the extensible Microsoft Dynamics xRM platform, where x can be what you want it to be. As a development framework, Dynamics xRM delivers all of the power of CRM as well as allowing for the creation of custom entities so that an entirely tailor made solution is within reach for your business.

Starting from scratch needs a considerable amount of thought and preparation and often many hundreds of man days could be consumed in the creation of a meaningful specification document, which is why having CURO as a starting point for your development could save you time and a considerable amount of money.

“Microsoft Dynamics is a global, fast growing business with over 5m seats of Dynamics CRM deployed. The largest global customer in Financial Services (by seats deployed) is Barclays. On the back of that we have seen penetration in Lloyds Bank, RBS and Metro Bank. We have a growing install base in Insurance and Capital Markets and aggressive growth targets across the whole of Financial Services. Dynamics CRM is a platform, thus it is equally applicable to Banks, Insurance companies and oil companies, but it is not inherently optimised for their use. For that we look to partners to configure, deploy and extend the functionality.”

Dynamics CRM lends itself to large integration work from system integrators such as Accenture or CIBER. However, the IFA market will simply not work with a System Integrator approach. That is why we chose to work with Time4Advice. They have built templates and forms, extending the platform to optimise it for an IFA business. They have an excellent understanding of the needs of the IFA community and are making the solution relevant, affordable and accessible. Microsoft is working closely with T4A to help drive sales of the T4A platform and therefore Dynamics CRM into the IFA market.

Bruce McKee, Financial Services Industry Lead, Microsoft UK

Service providers

Sometimes we all need help to get things done and often we need the input of experts. We have worked with a number of firms for many years and we are happy to recommend the businesses below.

So whether you need help with your marketing plan, software systems, client data or business development, we know someone who can help.

Microsoft

Although CURO has been developed for financial advice businesses, at its heart is the extensible Microsoft Dynamics xRM platform, where x can be what you want it to be. As a development framework, Dynamics xRM delivers all of the power of CRM as well as allowing for the creation of custom entities so that an entirely tailor made solution is within reach for your business.

Starting from scratch needs a considerable amount of thought and preparation and often many hundreds of man days could be consumed in the creation of a meaningful specification document, which is why having CURO as a starting point for your development could save you time and a considerable amount of money.

“Microsoft Dynamics is a global, fast growing business with over 5m seats of Dynamics CRM deployed. The largest global customer in Financial Services (by seats deployed) is Barclays. On the back of that we have seen penetration in Lloyds Bank, RBS and Metro Bank. We have a growing install base in Insurance and Capital Markets and aggressive growth targets across the whole of Financial Services. Dynamics CRM is a platform, thus it is equally applicable to Banks, Insurance companies and oil companies, but it is not inherently optimised for their use. For that we look to partners to configure, deploy and extend the functionality.”

Dynamics CRM lends itself to large integration work from system integrators such as Accenture or CIBER. However, the IFA market will simply not work with a System Integrator approach. That is why we chose to work with Time4Advice. They have built templates and forms, extending the platform to optimise it for an IFA business. They have an excellent understanding of the needs of the IFA community and are making the solution relevant, affordable and accessible. Microsoft is working closely with T4A to help drive sales of the T4A platform and therefore Dynamics CRM into the IFA market.

Bruce McKee, Financial Services Industry Lead, Microsoft UK